SFMG
Sage Financial Management Group Portfolio holdings
AUM
$289M
This Quarter Return
+7.44%
1 Year Return
+10.91%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$289M
AUM Growth
+$289M
(+4.9%)
Cap. Flow
-$5.77M
Cap. Flow
% of AUM
-2%
Top 10 Holdings %
Top 10 Hldgs %
74.25%
Holding
57
New
1
Increased
8
Reduced
29
Closed
2
Top Buys
| 1 |
Vanguard Short-Term Bond ETF
BSV
|
$7.05M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$2.05M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$1.6M |
| 4 |
iShares MSCI EAFE ETF
EFA
|
$1.14M |
| 5 |
Vanguard Growth ETF
VUG
|
$515K |
Top Sells
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$5.7M |
| 2 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$4.21M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$1.64M |
| 4 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$1.1M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$872K |
Sector Composition
| 1 | Technology | 0.77% |
| 2 | Materials | 0.56% |
| 3 | Financials | 0.36% |
| 4 | Healthcare | 0.26% |
| 5 | Industrials | 0.17% |
