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
$1.11B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.02M
3
+$2.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.61M
5
VTV icon
Vanguard Value ETF
VTV
+$700K

Top Sells

1
+$4.54M
2
+$2.73M
3
+$1.41M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$763K

Sector Composition

1 Technology 0.04%
2 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$883K 0.08%
32,853
-9,318
52
$854K 0.08%
15,348
-1,388
53
$768K 0.07%
34,167
54
$761K 0.07%
10,480
-149
55
$759K 0.07%
19,539
-791
56
$732K 0.07%
25,771
57
$730K 0.07%
7,035
58
$684K 0.06%
8,970
-390
59
$648K 0.06%
1,459
-69
60
$645K 0.06%
28,044
-7,174
61
$559K 0.05%
7,711
+5
62
$514K 0.05%
9,962
+76
63
$511K 0.05%
2,801
-737
64
$509K 0.05%
3,206
-5
65
$484K 0.04%
2,303
-35
66
$482K 0.04%
10,632
-2,002
67
$474K 0.04%
4,340
+5
68
$470K 0.04%
5,884
+26
69
$470K 0.04%
5,562
70
$461K 0.04%
14,920
+1,575
71
$458K 0.04%
9,025
+175
72
$457K 0.04%
8,435
+25
73
$455K 0.04%
4,427
+458
74
$455K 0.04%
5,688
+999
75
$448K 0.04%
7,438
-176
1 2
3
4 5