SFG
Sage Financial Group Portfolio holdings
AUM
$1.47B
1-Year Est. Return
13.51%
1 Year Est. Return
+13.51%
AUM
$1.35B
AUM Growth
+$116M
(+9.4%)
Holding
107
Top Buys
| 1 | +$12M | |
| 2 | +$6.57M | |
| 3 | +$5.91M | |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.56M |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$1.29M |
Top Sells
| 1 | +$13.1M | |
| 2 | +$4.69M | |
| 3 | +$2.17M | |
| 4 |
Vanguard Growth ETF
VUG
|
+$2.11M |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$906K |
Sector Composition
| 1 | Healthcare | 0.02% |
| 2 | Technology | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
iShares Global Clean Energy ETF
ICLN
$1.83B
| $168K | 0.01% |
12,830
-687
|
|
||
102
Apple
AAPL
$4.03T
| – | – |
-947
|
|
||
103
Vanguard Total Bond Market
BND
$137B
| – | – |
-11,222
|
|
||
104
Vanguard Total World Bond ETF
BNDW
$1.39B
| – | – |
-6,798
|
|
||
105
iShares Morningstar Small-Cap Value ETF
ISCV
$539M
| – | – |
-3,444
|
|
||
106
Schwab US Aggregate Bond ETF
SCHZ
$8.97B
| – | – |
-9,652
|
|
||
107
Vanguard Consumer Staples ETF
VDC
$7.22B
| – | – |
-1,035
|
|