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
$675M
AUM Growth
+$29.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$5.5M
3
+$5.39M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$868K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$815K

Top Sells

1
+$6.28M
2
+$1.57M
3
+$841K
4
VUG icon
Vanguard Growth ETF
VUG
+$434K
5
VV icon
Vanguard Large-Cap ETF
VV
+$409K

Sector Composition

1 Energy 0.11%
2 Consumer Staples 0.04%
3 Healthcare 0.03%
4 Financials 0.03%
5 Industrials 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-3,496
77
– –
-102
78
– –
-189,455
1 2 3
4