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
$730M
AUM Growth
-$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$3.42M
3
+$2.86M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.48M
5
VTV icon
Vanguard Value ETF
VTV
+$1M

Top Sells

1
+$3.74M
2
+$2.14M
3
+$1.83M
4
VV icon
Vanguard Large-Cap ETF
VV
+$1.74M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$1.4M

Sector Composition

1 Technology 0.06%
2 Healthcare 0.06%
3 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$606K 0.08%
16,673
-696
52
$569K 0.08%
7,610
-6,322
53
$568K 0.08%
18,513
+1
54
$555K 0.08%
4,106
55
$547K 0.07%
25,771
56
$527K 0.07%
11,908
+150
57
$524K 0.07%
25,954
-10,806
58
$481K 0.07%
8,312
+3,000
59
$474K 0.06%
24,856
+2,443
60
$450K 0.06%
8,030
+1,725
61
$447K 0.06%
10,172
-31,400
62
$444K 0.06%
37,365
63
$419K 0.06%
+10,240
64
$414K 0.06%
2,532
-50
65
$371K 0.05%
5,612
66
$363K 0.05%
6,487
+28
67
$358K 0.05%
11,594
+140
68
$357K 0.05%
11,138
69
$350K 0.05%
2,713
70
$334K 0.05%
1,249
+250
71
$326K 0.04%
4,300
+7
72
$322K 0.04%
+4,330
73
$305K 0.04%
1,849
+20
74
$295K 0.04%
5,264
+933
75
$287K 0.04%
+5,000
1 2
3
4