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 | +$5.06M | |
| 2 | +$3.28M | |
| 3 | +$3.27M | |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$2.81M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
+$2.61M |
Top Sells
| 1 | +$1.72M | |
| 2 | +$1.24M | |
| 3 | +$522K | |
| 4 |
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
|
+$233K |
| 5 |
iShares Morningstar Mid-Cap Growth ETF
IMCG
|
+$224K |
Sector Composition
| 1 | Healthcare | 0.02% |
| 2 | Technology | 0.02% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$2.95B
| – | – |
-11,678
|
|
||
102
Vanguard Utilities ETF
VPU
$8.49B
| – | – |
-1,161
|
|