SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
1-Year Est. Return
12.57%
1 Year Est. Return
+12.57%
AUM
$1.24B
AUM Growth
-$4.31M
(-0.35%)
Holding
105
Top Buys
| 1 | +$17.2M | |
| 2 | +$10.6M | |
| 3 | +$5.91M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$4.68M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
+$3.58M |
Top Sells
| 1 | +$1.82M | |
| 2 | +$1.05M | |
| 3 | +$775K | |
| 4 |
iShares MSCI EAFE Value ETF
EFV
|
+$529K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
+$502K |
Sector Composition
| 1 | Healthcare | 0.02% |
| 2 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Morningstar Small-Cap Value ETF
ISCV
$540M
| $204K | 0.02% |
3,444
+31
|
|
||
102
iShares Global Clean Energy ETF
ICLN
$1.91B
| $154K | 0.01% |
+13,517
|
|
||
103
iShares Russell 2000 Growth ETF
IWO
$13B
| – | – |
-906
|
|
||
104
Microsoft
MSFT
$3.69T
| – | – |
-477
|
|
||
105
NVIDIA
NVDA
$4.58T
| – | – |
-2,295
|
|