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
$150M
AUM Growth
+$146M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1
+$27.2M
2
+$18.2M
3
+$15.8M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$14.3M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14M

Top Sells

1
+$369K
2
+$197K
3
+$47.4K

Sector Composition

1 Materials 1.09%
2 Technology 0.92%
3 Healthcare 0.42%
4 Consumer Discretionary 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$316K 0.21%
666
-100
27
$311K 0.21%
+466
28
$301K 0.2%
4,752
29
$250K 0.17%
+4,547
30
$207K 0.14%
+1,240
31
– –
-6,014
1
2