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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$3.93M
3
+$3.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.35M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.94M

Top Sells

1
+$1.93M
2
+$1.76M
3
+$826K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$794K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$509K

Sector Composition

1 Healthcare 0.03%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.08%
35,218
+9,116
52
$818K 0.08%
8,021
53
$786K 0.08%
20,832
+3,336
54
$782K 0.08%
10,629
+2,981
55
$730K 0.07%
20,330
+2,486
56
$705K 0.07%
34,167
57
$697K 0.07%
25,771
58
$681K 0.07%
7,035
+1,737
59
$650K 0.06%
9,360
+1,235
60
$626K 0.06%
1,528
+551
61
$603K 0.06%
3,538
+792
62
$582K 0.06%
+12,634
63
$522K 0.05%
7,706
64
$500K 0.05%
9,886
+230
65
$499K 0.05%
3,211
+5
66
$469K 0.05%
2,338
-19
67
$465K 0.05%
14,499
+534
68
$450K 0.04%
+8,410
69
$449K 0.04%
8,850
70
$441K 0.04%
5,858
71
$441K 0.04%
7,614
-199
72
$436K 0.04%
4,335
+11
73
$418K 0.04%
5,562
74
$415K 0.04%
26,630
-142
75
$409K 0.04%
3,969
1 2
3
4 5