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
$515M
AUM Growth
+$58.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M
2
+$8.41M
3
+$2.61M
4
TFI icon
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
+$2.34M
5
VUG icon
Vanguard Growth ETF
VUG
+$2.08M

Top Sells

1
+$39.7M
2
+$392K
3
+$27K
4
FM
iShares Frontier and Select EM ETF
FM
+$20K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$15.3K

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
1 2
3