SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
This Quarter Return
-5.29%
1 Year Return
+12.57%
3 Year Return
+51.55%
5 Year Return
+81.04%
10 Year Return
+143.63%
AUM
$730M
AUM Growth
+$730M
(-3.6%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
1.85%
Top 10 Holdings %
Top 10 Hldgs %
77.1%
Holding
91
New
3
Increased
50
Reduced
20
Closed
3
Top Buys
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
$11.4M |
| 2 |
Schwab US Large- Cap ETF
SCHX
|
$3.42M |
| 3 |
Vanguard Real Estate ETF
VNQ
|
$2.86M |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.48M |
| 5 |
Vanguard Value ETF
VTV
|
$1M |
Top Sells
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.74M |
| 2 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$2.14M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.83M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$1.74M |
| 5 |
Schwab US TIPS ETF
SCHP
|
$1.4M |
Sector Composition
| 1 | Technology | 0.06% |
| 2 | Healthcare | 0.06% |
| 3 | Consumer Staples | 0.03% |
