SFG

Sage Financial Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 14.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.18M
3
+$5.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M

Top Sells

1
+$12.1M
2
+$4.66M
3
+$2.05M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$864K

Sector Composition

1 Healthcare 0.02%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.07%
36,225
-510
52
$860K 0.06%
8,667
-8,019
53
$842K 0.06%
25,771
54
$801K 0.06%
7,155
-196
55
$735K 0.05%
27,724
+16
56
$724K 0.05%
1,313
-441
57
$716K 0.05%
17,077
+2
58
$710K 0.05%
7,559
59
$700K 0.05%
23,237
+6,426
60
$614K 0.05%
15,681
-83
61
$612K 0.05%
5,562
62
$588K 0.04%
6,591
-8
63
$555K 0.04%
4,375
+3
64
$548K 0.04%
8,674
-75
65
$522K 0.04%
11,678
-104,897
66
$515K 0.04%
6,780
-431
67
$514K 0.04%
5,169
68
$504K 0.04%
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69
$498K 0.04%
10,042
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70
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10,727
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71
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5,279
-11
72
$468K 0.03%
3,508
+20
73
$451K 0.03%
2,858
-250
74
$440K 0.03%
4,690
+285
75
$424K 0.03%
17,782
-6,278
1 2
3
4 5