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
$945M
AUM Growth
+$63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1
+$3.95M
2
+$3.6M
3
+$1.75M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.05M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.04M

Top Sells

1
+$2.15M
2
+$1.21M
3
+$769K
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$720K
5
VTV icon
Vanguard Value ETF
VTV
+$623K

Sector Composition

1 Healthcare 0.03%
2 Consumer Staples 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-11,417
1 2 3 4
5