SFG
Sage Financial Group Portfolio holdings
AUM
$1.51B
1-Year Est. Return
14.28%
This Fund
S&P 500
1 Year Est. Return
+14.28%
AUM
$1.47B
AUM Growth
+$116M
(+8.5%)
Holding
102
Top Buys
| 1 | +$5.25M | |
| 2 | +$3.39M | |
| 3 | +$3.32M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.95M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$2.63M |
Top Sells
| 1 | +$1.79M | |
| 2 | +$1.3M | |
| 3 | +$522K | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$236K |
| 5 |
Vanguard Large-Cap ETF
VV
|
+$231K |
Sector Composition
| 1 | Healthcare | 0.02% |
| 2 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
SPDR S&P Emerging Markets Small Cap ETF
EWX
$764M
| – | – |
-3,305
|
|
||
102
iShares Morningstar Mid-Cap Growth ETF
IMCG
$3.18B
| – | – |
-2,790
|
|