SFG
Sage Financial Group Portfolio holdings
AUM
$1.54B
1-Year Est. Return
16.9%
This Fund
S&P 500
1 Year Est. Return
+16.9%
AUM
$1.54B
AUM Growth
+$25.9M
(+1.7%)
Holding
108
Top Buys
| 1 | +$39.1M | |
| 2 | +$24.5M | |
| 3 | +$8.31M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$4.65M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$2.93M |
Top Sells
| 1 | +$19.5M | |
| 2 | +$4.61M | |
| 3 | +$2.15M | |
| 4 |
Vanguard Large-Cap ETF
VV
|
+$969K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$608K |
Sector Composition
| 1 | Healthcare | 0.03% |
| 2 | Industrials | 0.02% |
| 3 | Technology | 0.01% |
| 4 | Consumer Staples | 0.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Global Clean Energy ETF
ICLN
$3.15B
| $234K | 0.02% |
12,813
-25
|
|
||
102
Apple
AAPL
$4.57T
| $230K | 0.02% |
907
-40
|
|
||
103
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.74B
| $225K | 0.01% |
4,740
-1,642
|
|
||
104
State Street SPDR S&P Emerging Markets Small Cap ETF
EWX
$743M
| $221K | 0.01% |
3,339
|
|
||
105
Vanguard Utilities ETF
VPU
$8.44B
| $220K | 0.01% |
1,110
|
|
||
106
iShares MSCI Israel ETF
EIS
$965M
| $214K | 0.01% |
1,843
+2
|
|
||
107
Hershey
HSY
$37.1B
| $201K | 0.01% |
+965
|
|
||
108
Goldman Sachs MarketBeta US Equity ETF
GSUS
$3.17B
| – | – |
-2,180
|
|