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
$1.35B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
107
New
Increased
Reduced
Closed

Top Buys

1
+$11.1M
2
+$6.18M
3
+$5.54M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$1.55M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.27M

Top Sells

1
+$12.1M
2
+$4.66M
3
+$2.05M
4
VUG icon
Vanguard Growth ETF
VUG
+$1.9M
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$864K

Sector Composition

1 Healthcare 0.02%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$168K 0.01%
12,830
-687
102
– –
-947
103
– –
-11,222
104
– –
-6,798
105
– –
-3,444
106
– –
-9,652
107
– –
-1,035
1 2 3 4
5