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
$1.15B
AUM Growth
+$43.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$4.9M
3
+$4.68M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.31M
5
VUG icon
Vanguard Growth ETF
VUG
+$1.73M

Top Sells

1
+$1.94M
2
+$858K
3
+$645K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$626K
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$473K

Sector Composition

1 Technology 0.07%
2 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$206K 0.02%
+977
102
– –
-5,135
103
– –
-3,413
104
– –
-14,920
105
– –
-28,044
1 2 3 4
5