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
$939M
AUM Growth
+$126M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1
+$19.4M
2
+$10M
3
+$7.37M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$6.64M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.03M

Top Sells

1
+$2.6M
2
+$1.14M
3
+$1.03M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$641K
5
VTV icon
Vanguard Value ETF
VTV
+$464K

Sector Composition

1 Consumer Staples 0.04%
2 Financials 0.04%
3 Healthcare 0.03%
4 Industrials 0.02%
5 Technology 0.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3K ﹤0.01%
51
77
– –
-10,282
1 2 3
4