SFG
Sage Financial Group Portfolio holdings
AUM
$1.35B
This Quarter Return
+3.21%
1 Year Return
+12.57%
3 Year Return
+51.55%
5 Year Return
+81.04%
10 Year Return
+143.63%
AUM
$349M
AUM Growth
+$349M
(+10%)
Cap. Flow
+$15.3M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
89.15%
Holding
45
New
2
Increased
19
Reduced
1
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.82M |
| 2 |
Vanguard Value ETF
VTV
|
$3.49M |
| 3 |
Schwab US Large-Cap Value ETF
SCHV
|
$1.56M |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$1.34M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$867K |
Top Sells
| 1 |
Vanguard Large-Cap ETF
VV
|
$79.6K |
Sector Composition
| 1 | Consumer Staples | 0.23% |
| 2 | Energy | 0.17% |
| 3 | Financials | 0.16% |
| 4 | Healthcare | 0.05% |
| 5 | Industrials | 0.05% |
