SFMG
Sage Financial Management Group Portfolio holdings
AUM
$289M
This Quarter Return
+5.71%
1 Year Return
+10.91%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$124M
AUM Growth
+$124M
(-13%)
Cap. Flow
-$26.7M
Cap. Flow
% of AUM
-21.53%
Top 10 Holdings %
Top 10 Hldgs %
74.16%
Holding
42
New
1
Increased
–
Reduced
26
Closed
6
Top Buys
| 1 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$2.32M |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$6.2M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$2.39M |
| 3 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$2.37M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$1.96M |
| 5 |
Vanguard Large-Cap ETF
VV
|
$1.82M |
Sector Composition
| 1 | Materials | 0.85% |
| 2 | Technology | 0.83% |
| 3 | Healthcare | 0.55% |
| 4 | Consumer Staples | 0% |
