SFG

Sage Financial Group Portfolio holdings

AUM $1.51B
1-Year Est. Return 14.28%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.18M
3
+$5.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M

Top Sells

1
+$12.1M
2
+$4.66M
3
+$2.05M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$864K

Sector Composition

1 Healthcare 0.02%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$410K 0.03%
3,314
-15
77
$391K 0.03%
6,521
-3,963
78
$378K 0.03%
1,848
79
$367K 0.03%
5,458
-3,400
80
$364K 0.03%
1,688
-431
81
$357K 0.03%
14,023
-19,499
82
$353K 0.03%
+3,200
83
$330K 0.02%
750
84
$304K 0.02%
3,204
+226
85
$301K 0.02%
10,263
86
$301K 0.02%
2,225
87
$290K 0.02%
7,126
88
$279K 0.02%
+1,000
89
$278K 0.02%
911
-2,423
90
$275K 0.02%
1,798
91
$273K 0.02%
6,248
92
$268K 0.02%
2,949
93
$268K 0.02%
5,516
94
$267K 0.02%
5,610
+65
95
$248K 0.02%
1,269
+3
96
$233K 0.02%
10,525
-3,448
97
$224K 0.02%
2,790
-507
98
$218K 0.02%
+763
99
$205K 0.02%
+3,305
100
$205K 0.02%
+1,161
1 2 3
4
5