SFG

Sage Financial Group Portfolio holdings

AUM $1.54B
1-Year Est. Return 16.9%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.47B
AUM Growth
+$116M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$5.06M
2
+$3.28M
3
+$3.27M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.81M
5
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.61M

Top Sells

1
+$1.72M
2
+$1.24M
3
+$522K
4
MDYV icon
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
+$233K
5
IMCG icon
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
– –
-2,790
102
– –
-3,305
1 2 3 4
5