SFMG
Sage Financial Management Group Portfolio holdings
AUM
$289M
This Quarter Return
+11.35%
1 Year Return
+10.91%
3 Year Return
+42.95%
5 Year Return
–
10 Year Return
–
AUM
$127M
AUM Growth
–
Cap. Flow
+$127M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
84.06%
Holding
30
New
30
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$23.7M |
| 2 |
Schwab US Large-Cap Growth ETF
SCHG
|
$14.6M |
| 3 |
Schwab US Aggregate Bond ETF
SCHZ
|
$13M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$12.6M |
| 5 |
iShares MSCI EAFE ETF
EFA
|
$8.87M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Materials | 0.89% |
| 2 | Technology | 0.74% |
| 3 | Healthcare | 0.45% |
| 4 | Consumer Discretionary | 0.21% |
