SFG

Sage Financial Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 14.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$515M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.48M
3
+$2.63M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.03M

Top Sells

1
+$381K
2
+$19.5K
3
+$14.9K
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$10.5K
5
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$9.56K

Sector Composition

1 Energy 0.14%
2 Financials 0.06%
3 Healthcare 0.04%
4 Consumer Staples 0.04%
5 Industrials 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$30K 0.01%
1,028
+5
52
– –
0
53
$15K ﹤0.01%
500
54
$14K ﹤0.01%
132
55
$11K ﹤0.01%
254
+1
56
$10K ﹤0.01%
500
57
$6K ﹤0.01%
750
58
$5K ﹤0.01%
255
59
$4K ﹤0.01%
5
60
$3K ﹤0.01%
50
61
– –
-216
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3