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
$1.15B
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.9M
3
+$4.68M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.31M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.73M

Top Sells

1
+$1.94M
2
+$858K
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$626K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$473K

Sector Composition

1 Technology 0.07%
2 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$405K 0.04%
9,774
+72
77
$397K 0.03%
5,841
+73
78
$392K 0.03%
6,629
-18
79
$386K 0.03%
4,598
80
$352K 0.03%
3,105
+2
81
$347K 0.03%
1,614
82
$344K 0.03%
1,883
-918
83
$335K 0.03%
+3,140
84
$321K 0.03%
2,600
-180
85
$315K 0.03%
5,000
86
$311K 0.03%
1,186
87
$299K 0.03%
11,763
88
$293K 0.03%
750
89
$275K 0.02%
6,978
90
$274K 0.02%
2,300
-100
91
$269K 0.02%
1,840
92
$269K 0.02%
3,049
+34
93
$268K 0.02%
10,099
-23
94
$257K 0.02%
5,453
+1,245
95
$249K 0.02%
2,840
-444
96
$246K 0.02%
12,820
+58
97
$236K 0.02%
527
-50
98
$232K 0.02%
17,444
-5,962
99
$228K 0.02%
1,255
+4
100
$223K 0.02%
3,296
1 2 3
4
5