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
$32.9M
AUM Growth
-$178M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1 +$1.46M
2 +$280K
3 +$13.2K

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
in Stake
Capital Flow
51
-1,432
52
-91,494
53
-203,952