SFMG

Sage Financial Management Group Portfolio holdings

AUM $327M
1-Year Est. Return 13.99%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.99%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$32.9M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$1.45M
2
+$281K
3
+$12.3K

Top Sells

1
+$27.2M
2
+$21.4M
3
+$18.9M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$17.9M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.2M

Sector Composition

1 Technology 2.29%
2 Financials 2.06%
3 Healthcare 1.36%
4 Consumer Discretionary 0.72%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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