SAG

SageView Advisory Group Portfolio holdings

AUM $2.9B
1-Year Est. Return 12.98%
This Quarter Est. Return
1 Year Est. Return
+12.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$31.7M
2
+$17.7M
3
+$11.3M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$9.63M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$7.63M

Top Sells

1
+$5.31M
2
+$4.46M
3
+$4.08M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$3.68M
5
BND icon
Vanguard Total Bond Market
BND
+$3.6M

Sector Composition

1 Technology 4.28%
2 Financials 2.07%
3 Healthcare 1.85%
4 Consumer Discretionary 1.64%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$733K 0.04%
16,975
+10,252
277
$733K 0.04%
1,609
-9
278
$733K 0.04%
+7,679
279
$722K 0.04%
1,893
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280
$719K 0.04%
13,968
-417
281
$715K 0.04%
25,700
282
$710K 0.04%
3,364
+1,139
283
$710K 0.04%
9,464
-410
284
$708K 0.04%
3,138
+399
285
$706K 0.04%
+7,693
286
$697K 0.04%
9,619
+401
287
$693K 0.04%
+19,638
288
$692K 0.04%
4,789
+2,689
289
$690K 0.04%
13,770
-22,100
290
$682K 0.04%
5,731
+1,518
291
$681K 0.04%
9,244
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292
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13,720
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293
$678K 0.04%
19,813
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294
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295
$666K 0.04%
20,104
+4,916
296
$659K 0.04%
+13,185
297
$656K 0.04%
25,038
-14,458
298
$656K 0.04%
9,914
+3,553
299
$654K 0.04%
2,975
-1,974
300
$648K 0.04%
16,655
+1,872
10 11
12
13 14