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
$258M
AUM Growth
+$225M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$43.1M
2
+$30.6M
3
+$21.4M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$19.7M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.3M

Top Sells

1
+$210K
2
+$42.1K
3
+$4.98K

Sector Composition

1 Technology 0.8%
2 Materials 0.69%
3 Healthcare 0.31%
4 Financials 0.27%
5 Consumer Staples 0.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$228K 0.09%
1,223
52
$217K 0.08%
+3,016
53
$214K 0.08%
+1,084
54
– –
-1,700
1 2
3