SFMG
Sage Financial Management Group Portfolio holdings
AUM
$313M
1-Year Est. Return
10.5%
1 Year Est. Return
+10.5%
AUM
$313M
AUM Growth
+$24.2M
(+8.4%)
Holding
57
Top Buys
| 1 | +$3.61M | |
| 2 | +$2.44M | |
| 3 | +$1.5M | |
| 4 |
Vanguard FTSE All-World ex-US ETF
VEU
|
+$931K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$758K |
Top Sells
| 1 | +$386K | |
| 2 | +$363K | |
| 3 | +$203K | |
| 4 |
Procter & Gamble
PG
|
+$202K |
| 5 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$149K |
Sector Composition
| 1 | Technology | 0.85% |
| 2 | Materials | 0.52% |
| 3 | Financials | 0.34% |
| 4 | Healthcare | 0.29% |
| 5 | Industrials | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Amazon
AMZN
$2.51T
| $247K | 0.08% |
1,126
|
|
||
52
Alphabet (Google) Class C
GOOG
$3.81T
| $234K | 0.07% |
+960
|
|
||
53
Mastercard
MA
$490B
| $229K | 0.07% |
403
|
|
||
54
iShares S&P 500 Value ETF
IVE
$47.2B
| $224K | 0.07% |
1,084
|
|
||
55
iShares ESG Aware MSCI USA ETF
ESGU
$15.1B
| $204K | 0.07% |
+1,399
|
|
||
56
Coca-Cola
KO
$304B
| $200K | 0.06% |
3,016
|
|
||
|
57
Procter & Gamble
PG
$341B
| – | – |
-1,267
|
|