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
$599M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$38M
2
+$24.5M
3
+$17.4M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$11M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.7M

Top Sells

1
+$1.66M
2
+$1.41M
3
+$792K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$26.4K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$24.7K

Sector Composition

1 Energy 0.11%
2 Financials 0.04%
3 Consumer Staples 0.04%
4 Healthcare 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-28,158
1 2 3
4