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
$646M
AUM Growth
+$47.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$13.7M
2
+$6.88M
3
+$1.7M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$1.67M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.62M

Top Sells

1
+$11.3M
2
+$9.81M
3
+$9.61M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$3.76M
5
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.62M

Sector Composition

1 Financials 0.16%
2 Energy 0.11%
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
$2K ﹤0.01%
51
77
– –
-1,030,175
78
– –
-1,500
79
– –
0
80
– –
-32,897
1 2 3
4