SAG
SageView Advisory Group Portfolio holdings
AUM
$2.64B
1-Year Return
13.58%
This Quarter Return
+5.02%
1 Year Return
+13.58%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$1.57B
AUM Growth
+$338M
(+27%)
Cap. Flow
+$280M
Cap. Flow
% of AUM
17.83%
Top 10 Holdings %
Top 10 Hldgs %
46.13%
Holding
496
New
92
Increased
195
Reduced
144
Closed
38
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$47.4M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
$34M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
$31.8M |
| 4 |
Schwab International Equity ETF
SCHF
|
$21.8M |
| 5 |
Vanguard Extended Market ETF
VXF
|
$18.6M |
Top Sells
Sector Composition
| 1 | Technology | 3.94% |
| 2 | Financials | 2.34% |
| 3 | Healthcare | 1.89% |
| 4 | Consumer Discretionary | 1.48% |
| 5 | Consumer Staples | 1.25% |
