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
$1.15B
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.9M
3
+$4.68M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.31M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.73M

Top Sells

1
+$1.94M
2
+$858K
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$626K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$473K

Sector Composition

1 Technology 0.07%
2 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$872K 0.08%
8,021
52
$833K 0.07%
32,148
-705
53
$823K 0.07%
36,882
+2,715
54
$787K 0.07%
13,966
-1,382
55
$758K 0.07%
10,523
+43
56
$730K 0.06%
25,771
57
$714K 0.06%
6,975
-60
58
$712K 0.06%
18,832
-707
59
$666K 0.06%
1,390
-69
60
$647K 0.06%
7,975
-995
61
$620K 0.05%
12,227
+3,202
62
$551K 0.05%
10,292
+330
63
$526K 0.05%
7,486
-225
64
$515K 0.04%
5,562
65
$494K 0.04%
6,271
+583
66
$488K 0.04%
3,206
67
$488K 0.04%
4,343
+3
68
$483K 0.04%
8,845
+410
69
$480K 0.04%
10,680
+48
70
$467K 0.04%
2,303
71
$461K 0.04%
5,884
72
$436K 0.04%
7,234
-204
73
$431K 0.04%
4,427
74
$425K 0.04%
20,301
+3,762
75
$422K 0.04%
12,598
+18
1 2
3
4 5