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

Top Buys

1
+$43.8M
2
+$31.8M
3
+$22.3M
4
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$20.5M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$13.4M

Top Sells

1
+$210K
2
+$42.2K
3
+$5.17K

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