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
$1.03B
AUM Growth
+$124M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$7.12M
2
+$3.93M
3
+$3.11M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.35M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.94M

Top Sells

1
+$1.93M
2
+$1.76M
3
+$826K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$794K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$509K

Sector Composition

1 Healthcare 0.03%
2 Technology 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$201K 0.02%
+4,208
102
– –
-1,397
103
– –
-3,888
104
– –
-11,615
105
– –
-5,220
1 2 3 4
5