SFG

Sage Financial Group Portfolio holdings

AUM $1.35B
1-Year Est. Return 12.57%
This Quarter Est. Return
1 Year Est. Return
+12.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$456M
AUM Growth
+$21.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$1.39M
2
+$1.38M
3
+$1.21M
4
VUG icon
Vanguard Growth ETF
VUG
+$796K
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$646K

Top Sells

1
+$39.9M
2
+$816K
3
+$678K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$210K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$67K

Sector Composition

1 Energy 0.15%
2 Financials 0.07%
3 Consumer Staples 0.05%
4 Healthcare 0.05%
5 Industrials 0.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9K ﹤0.01%
500
52
$7K ﹤0.01%
750
53
$5K ﹤0.01%
255
54
$4K ﹤0.01%
216
+1
55
$4K ﹤0.01%
5
56
$3K ﹤0.01%
50
1 2
3