SFG
Sage Financial Group Portfolio holdings
AUM
$1.51B
1-Year Est. Return
14.28%
This Fund
S&P 500
1 Year Est. Return
+14.28%
AUM
$1.51B
AUM Growth
+$40.9M
(+2.8%)
Holding
108
Top Buys
| 1 | +$32.9M | |
| 2 | +$4.2M | |
| 3 | +$3.14M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.53M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.49M |
Top Sells
| 1 | +$31.3M | |
| 2 | +$2.19M | |
| 3 | +$1.17M | |
| 4 |
Vanguard Value ETF
VTV
|
+$1.15M |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$918K |
Sector Composition
| 1 | Healthcare | 0.02% |
| 2 | Technology | 0.02% |
| 3 | Industrials | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Caterpillar
CAT
$329B
| $229K | 0.02% |
+400
|
|
||
102
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$715M
| $219K | 0.01% |
+3,339
|
|
||
103
iShares Global Clean Energy ETF
ICLN
$2.07B
| $211K | 0.01% |
12,838
+8
|
|
||
104
Goldman Sachs MarketBeta US Equity ETF
GSUS
$2.94B
| $206K | 0.01% |
+2,180
|
|
||
105
Vanguard Utilities ETF
VPU
$8.67B
| $205K | 0.01% |
+1,110
|
|
||
106
iShares MSCI Israel ETF
EIS
$900M
| $203K | 0.01% |
+1,841
|
|
||
107
Fidelity Total Bond ETF
FBND
$24.9B
| – | – |
-10,824
|
|
||
108
SPDR Gold Trust
GLD
$179B
| – | – |
-985
|
|