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
$1.11B
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.45M
2
+$3.02M
3
+$2.63M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.61M
5
VTV icon
Vanguard Value ETF
VTV
+$700K

Top Sells

1
+$4.54M
2
+$2.73M
3
+$1.41M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.25M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$763K

Sector Composition

1 Technology 0.04%
2 Healthcare 0.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.02%
3,413
102
$200K 0.02%
4,208
1 2 3 4
5