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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$3.93M
3
+$3.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.35M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.94M

Top Sells

1
+$1.93M
2
+$1.76M
3
+$826K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$794K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$509K

Sector Composition

1 Healthcare 0.03%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$403K 0.04%
9,643
+219
77
$402K 0.04%
13,345
+3,750
78
$397K 0.04%
5,737
+1,185
79
$384K 0.04%
4,923
80
$382K 0.04%
6,892
-553
81
$355K 0.03%
3,110
+13
82
$354K 0.03%
4,689
-228
83
$327K 0.03%
1,296
+28
84
$319K 0.03%
5,000
85
$309K 0.03%
1,614
86
$303K 0.03%
16,311
-1,980
87
$295K 0.03%
+3,226
88
$288K 0.03%
1,840
89
$287K 0.03%
11,763
90
$283K 0.03%
750
+40
91
$273K 0.03%
6,978
-4,160
92
$263K 0.03%
10,607
+1,290
93
$262K 0.03%
2,500
94
$259K 0.03%
13,990
+44
95
$243K 0.02%
3,065
+92
96
$240K 0.02%
5,034
+135
97
$238K 0.02%
632
-250
98
$217K 0.02%
+1,248
99
$212K 0.02%
+3,296
100
$202K 0.02%
+3,413
1 2 3
4
5