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
$1.57B
AUM Growth
+$338M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
496
New
Increased
Reduced
Closed

Top Buys

1
+$47.4M
2
+$34M
3
+$31.8M
4
SCHF icon
Schwab International Equity ETF
SCHF
+$21.8M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$18.6M

Top Sells

1
+$12M
2
+$8.24M
3
+$7.26M
4
GSIE icon
Goldman Sachs ActiveBeta International Equity ETF
GSIE
+$5.69M
5
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$5.61M

Sector Composition

1 Technology 3.94%
2 Financials 2.34%
3 Healthcare 1.89%
4 Consumer Discretionary 1.48%
5 Consumer Staples 1.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$376K 0.02%
+17,242
352
$373K 0.02%
7,489
-309
353
$372K 0.02%
14,659
354
$371K 0.02%
2,047
-6
355
$369K 0.02%
8,896
-10,366
356
$367K 0.02%
+1,890
357
$362K 0.02%
5,640
+680
358
$357K 0.02%
+2,388
359
$353K 0.02%
3,278
+17
360
$350K 0.02%
10,573
-263
361
$350K 0.02%
+12,524
362
$345K 0.02%
12,943
363
$344K 0.02%
9,077
+102
364
$342K 0.02%
7,519
-571
365
$339K 0.02%
3,581
-6,480
366
$338K 0.02%
2,614
-254
367
$337K 0.02%
1,012
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368
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4,504
-38
369
$331K 0.02%
+14,419
370
$331K 0.02%
26,517
+6,075
371
$330K 0.02%
+7,947
372
$328K 0.02%
1,606
-420
373
$325K 0.02%
15,627
-228
374
$324K 0.02%
6,925
-1,069
375
$324K 0.02%
2,639
-68
13 14
15
16 17