SFMG

Sage Financial Management Group Portfolio holdings

AUM $289M
1-Year Est. Return 10.91%
This Quarter Est. Return
1 Year Est. Return
+10.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$14.6M
3 +$13M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$12.6M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.87M

Top Sells

No sells this quarter

Sector Composition

1 Materials 0.89%
2 Technology 0.74%
3 Healthcare 0.45%
4 Consumer Discretionary 0.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$257K 0.2%
+1,156
27
$223K 0.17%
+4,307
28
$213K 0.17%
+4,752
29
$203K 0.16%
+540
30
$200K 0.16%
+2,182