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

Top Buys

1
+$7.05M
2
+$3.75M
3
+$3M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.14M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.75M

Top Sells

1
+$1.81M
2
+$1.64M
3
+$774K
4
VUG icon
Vanguard Growth ETF
VUG
+$770K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$463K

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