SFMG

Sage Financial Management Group Portfolio holdings

AUM $325M
1-Year Est. Return 13.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$110M
AUM Growth
-$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
124
New
Increased
Reduced
Closed

Top Buys

1
+$570K
2
+$505K
3
+$329K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$226K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$219K

Top Sells

1
+$10.6M
2
+$7.46M
3
+$5.1M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.08M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$391K

Sector Composition

1 Materials 1.15%
2 Technology 1.03%
3 Healthcare 0.5%
4 Consumer Discretionary 0.26%
5 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
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