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
$466M
AUM Growth
+$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$1.84M
2
+$1.08M
3
+$999K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$792K
5
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$517K

Top Sells

1
+$2.44M
2
+$2.17M
3
+$785K
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$636K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$221K

Sector Composition

1 Energy 0.16%
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
$12K ﹤0.01%
257
+1
52
$6K ﹤0.01%
102
53
$5K ﹤0.01%
5
54
$4K ﹤0.01%
+222
55
$4K ﹤0.01%
51
+1
56
– –
0
57
– –
-750
58
– –
-1,000
1 2
3