SFMG

Sage Financial Management Group Portfolio holdings

AUM $313M
1-Year Est. Return 10.5%
This Quarter Est. Return
1 Year Est. Return
+10.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.99M
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$369K

Top Sells

1
+$25.8M
2
+$15.3M
3
+$14.5M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$9.76M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$8.82M

Sector Composition

1 Technology 6.49%
2 Consumer Discretionary 0%
3 Healthcare 0%
4 Materials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-1,490,262
27
– –
-532,390
28
– –
-4,623
1
2