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
$1.24B
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$3.01M
2
+$2.6M
3
+$2.25M
4
IGF icon
iShares Global Infrastructure ETF
IGF
+$2.1M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.89M

Top Sells

1
+$4.55M
2
+$2.53M
3
+$2.41M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$1.49M
5
VTV icon
Vanguard Value ETF
VTV
+$1.23M

Sector Composition

1 Technology 0.06%
2 Healthcare 0.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-15,941
102
– –
-3,287
103
– –
-16,004
104
– –
-20,128
105
– –
-5,000
1 2 3 4
5