SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
This Quarter Return
-3.92%
1 Year Return
+12.57%
3 Year Return
+51.55%
5 Year Return
+81.04%
10 Year Return
+143.63%
AUM
$902M
AUM Growth
+$902M
(-4.6%)
Cap. Flow
-$6.18M
Cap. Flow
% of AUM
-0.69%
Top 10 Holdings %
Top 10 Hldgs %
77.74%
Holding
100
New
2
Increased
40
Reduced
36
Closed
2
Top Buys
| 1 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.64M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
$1.56M |
| 3 |
Vanguard Total Stock Market ETF
VTI
|
$1.25M |
| 4 |
Vanguard Real Estate ETF
VNQ
|
$882K |
| 5 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$850K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$8.35M |
| 2 |
Vanguard Growth ETF
VUG
|
$896K |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$884K |
| 4 |
SPDR Nuveen ICE Municipal Bond ETF
TFI
|
$851K |
| 5 |
Vanguard Large-Cap ETF
VV
|
$725K |
Sector Composition
| 1 | Technology | 0.06% |
| 2 | Healthcare | 0.03% |
| 3 | Consumer Staples | 0% |
