SFG

Sage Financial Group Portfolio holdings

AUM $1.47B
1-Year Est. Return 13.51%
This Quarter Est. Return
1 Year Est. Return
+13.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$4.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$10.6M
3
+$5.91M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$4.68M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$3.58M

Top Sells

1
+$1.82M
2
+$1.05M
3
+$775K
4
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$529K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$502K

Sector Composition

1 Healthcare 0.02%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.04%
9,971
+48
77
$463K 0.04%
16,811
+5,003
78
$450K 0.04%
+3,488
79
$432K 0.03%
5,290
-55
80
$423K 0.03%
2,119
+385
81
$413K 0.03%
4,405
-193
82
$399K 0.03%
3,329
-19
83
$358K 0.03%
1,848
-5
84
$354K 0.03%
3,358
+2
85
$315K 0.03%
750
86
$298K 0.02%
1,798
-42
87
$285K 0.02%
2,978
+200
88
$276K 0.02%
13,973
+2,593
89
$273K 0.02%
7,126
90
$271K 0.02%
2,225
91
$269K 0.02%
10,263
92
$264K 0.02%
5,516
93
$263K 0.02%
5,545
+1,012
94
$246K 0.02%
2,949
-100
95
$241K 0.02%
1,266
+3
96
$236K 0.02%
3,297
+1
97
$227K 0.02%
+6,248
98
$226K 0.02%
+1,035
99
$224K 0.02%
+9,652
100
$210K 0.02%
947
-30
1 2 3
4
5