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
$166M
AUM Growth
+$150M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$20M
2
+$19.1M
3
+$17.2M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$15M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$14.1M

Top Sells

1
+$114K
2
+$88.8K
3
+$38.8K

Sector Composition

1 Materials 0.72%
2 Technology 0.69%
3 Healthcare 0.21%
4 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.6%
+9,755
27
$670K 0.4%
+7,070
28
$646K 0.39%
+9,438
29
$643K 0.39%
+3,756
30
$602K 0.36%
+2,210
31
$504K 0.3%
+1,595
32
$498K 0.3%
1,166
33
$439K 0.26%
+3,180
34
$401K 0.24%
+5,784
35
$347K 0.21%
+18,915
36
$347K 0.21%
+2,226
37
$305K 0.18%
+3,752
38
$268K 0.16%
3,888
-1,288
39
$261K 0.16%
+6,884
40
$225K 0.14%
+1,330
41
$218K 0.13%
+1,992
42
$213K 0.13%
+1,334
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