SAG
SageView Advisory Group Portfolio holdings
AUM
$2.64B
1-Year Return
13.58%
This Quarter Return
-0.69%
1 Year Return
+13.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.35B
AUM Growth
+$21.8M
(+0.94%)
Cap. Flow
+$54.9M
Cap. Flow
% of AUM
2.34%
Top 10 Holdings %
Top 10 Hldgs %
56.97%
Holding
627
New
38
Increased
253
Reduced
264
Closed
29
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$24.5M |
| 2 |
Vanguard Russell 1000 Value ETF
VONV
|
+$16.9M |
| 3 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$12.9M |
| 4 |
iShares Global REIT ETF
REET
|
+$6.93M |
| 5 |
iShares Core International Aggregate Bond Fund
IAGG
|
+$5.03M |
Top Sells
Sector Composition
| 1 | Technology | 5.85% |
| 2 | Financials | 2.98% |
| 3 | Industrials | 2.25% |
| 4 | Healthcare | 2.2% |
| 5 | Communication Services | 1.91% |
