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
$812M
AUM Growth
+$50.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$1.92M
2
+$1.15M
3
+$893K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$866K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$806K

Top Sells

1
+$1.94M
2
+$1.51M
3
+$675K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$653K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$645K

Sector Composition

1 Energy 0.07%
2 Consumer Staples 0.04%
3 Financials 0.04%
4 Healthcare 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$67K 0.01%
492
52
$63K 0.01%
4,814
53
$56K 0.01%
918
54
$54K 0.01%
400
55
$52K 0.01%
777
56
$47K 0.01%
484
57
$45K 0.01%
1,096
58
$39K ﹤0.01%
248
59
$37K ﹤0.01%
3,000
60
$32K ﹤0.01%
450
61
$20K ﹤0.01%
3,250
62
$17K ﹤0.01%
132
63
$14K ﹤0.01%
187
64
$14K ﹤0.01%
500
65
$13K ﹤0.01%
283
+2
66
$12K ﹤0.01%
187
67
$8K ﹤0.01%
187
68
$7K ﹤0.01%
750
69
$6K ﹤0.01%
102
70
$5K ﹤0.01%
51
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3