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

Top Buys

1
+$6.01M
2
+$5.57M
3
+$5.49M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$883K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$815K

Top Sells

1
+$6.27M
2
+$1.62M
3
+$991K
4
SAN icon
Banco Santander
SAN
+$841K
5
VUG icon
Vanguard Growth ETF
VUG
+$442K

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
– –
-189,455
77
– –
-5
78
– –
-51
1 2 3
4