SFG

Sage Financial Group Portfolio holdings

AUM $1.54B
1-Year Est. Return 16.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.28M
3
+$3.27M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.81M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.61M

Top Sells

1
+$1.72M
2
+$1.24M
3
+$522K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$233K
5
IMCG icon
iShares Morningstar Mid-Cap Growth ETF
IMCG
+$224K

Sector Composition

1 Healthcare 0.02%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$982K 0.07%
40,105
52
$968K 0.07%
36,808
+583
53
$900K 0.06%
25,771
54
$894K 0.06%
8,921
+254
55
$807K 0.05%
29,560
+1,836
56
$800K 0.05%
1,332
+19
57
$776K 0.05%
23,251
+14
58
$748K 0.05%
17,077
59
$740K 0.05%
7,444
-115
60
$683K 0.05%
15,732
+51
61
$680K 0.05%
5,636
+74
62
$635K 0.04%
6,828
+237
63
$597K 0.04%
5,397
+228
64
$594K 0.04%
8,802
+128
65
$594K 0.04%
4,379
+4
66
$535K 0.04%
7,287
-4
67
$531K 0.04%
10,107
+65
68
$514K 0.03%
6,392
-388
69
$505K 0.03%
2,858
70
$505K 0.03%
3,580
+72
71
$501K 0.03%
10,824
+97
72
$493K 0.03%
5,279
73
$476K 0.03%
7,228
+707
74
$460K 0.03%
17,891
+109
75
$446K 0.03%
4,690
1 2
3
4 5