SFMG
Sage Financial Management Group Portfolio holdings
AUM
$289M
This Quarter Return
-3.44%
1 Year Return
+10.91%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$166M
AUM Growth
+$166M
(+898%)
Cap. Flow
+$150M
Cap. Flow
% of AUM
90.29%
Top 10 Holdings %
Top 10 Hldgs %
71.72%
Holding
42
New
35
Increased
2
Reduced
3
Closed
–
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$20M |
| 2 |
Vanguard Short-Term Bond ETF
BSV
|
$19.1M |
| 3 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$17.2M |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
$15M |
| 5 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$14.1M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$114K |
| 2 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$88.8K |
| 3 |
SPDR S&P MidCap 400 ETF Trust
MDY
|
$38.8K |
Sector Composition
| 1 | Materials | 0.72% |
| 2 | Technology | 0.69% |
| 3 | Healthcare | 0.21% |
| 4 | Consumer Staples | 0.14% |
