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

Top Buys

1
+$37.9M
2
+$17.4M
3
+$11.3M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$10.7M
5
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$10M

Top Sells

1
+$3.06M
2
+$2.26M
3
+$1.5M
4
VOE icon
Vanguard Mid-Cap Value ETF
VOE
+$1.28M
5
HYMB icon
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$792K

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