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
$1.24B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.6M
3
+$2.25M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.89M

Top Sells

1
+$4.55M
2
+$2.53M
3
+$2.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.49M
5
VTV icon
Vanguard Value ETF
VTV
+$1.23M

Sector Composition

1 Technology 0.06%
2 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$418K 0.03%
3,348
+276
77
$413K 0.03%
18,214
-875
78
$408K 0.03%
4,598
79
$404K 0.03%
5,345
-894
80
$383K 0.03%
1,734
-569
81
$363K 0.03%
1,853
-5
82
$358K 0.03%
3,356
+214
83
$319K 0.03%
750
84
$314K 0.03%
11,808
+1,895
85
$308K 0.02%
2,295
-65
86
$298K 0.02%
7,126
87
$287K 0.02%
2,225
88
$277K 0.02%
3,049
89
$266K 0.02%
1,840
90
$261K 0.02%
906
-285
91
$261K 0.02%
5,516
+63
92
$259K 0.02%
2,778
-62
93
$255K 0.02%
10,263
94
$249K 0.02%
3,296
95
$245K 0.02%
977
96
$241K 0.02%
1,263
+4
97
$216K 0.02%
3,413
98
$211K 0.02%
11,380
-798
99
$211K 0.02%
4,533
100
$201K 0.02%
477
-10
1 2 3
4
5