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
376
$417K 0.02%
3,729
+46
377
$415K 0.02%
3,776
+993
378
$415K 0.02%
4,255
-91
379
$414K 0.02%
+12,332
380
$412K 0.02%
15,210
-12,105
381
$412K 0.02%
2,373
+326
382
$410K 0.02%
4,651
+1,400
383
$408K 0.02%
15,629
-6,501
384
$407K 0.02%
1,335
+283
385
$406K 0.02%
18,663
+1,421
386
$403K 0.02%
15,088
+1,119
387
$402K 0.02%
3,170
+556
388
$402K 0.02%
2,406
+581
389
$402K 0.02%
4,307
+726
390
$399K 0.02%
13,362
-10,304
391
$399K 0.02%
+7,115
392
$395K 0.02%
8,960
+2,110
393
$392K 0.02%
3,552
-1,330
394
$391K 0.02%
14,309
+1,785
395
$388K 0.02%
+11,593
396
$386K 0.02%
1,865
-2
397
$382K 0.02%
9,378
+310
398
$381K 0.02%
3,453
+814
399
$378K 0.02%
+6,836
400
$377K 0.02%
+14,474
14 15
16
17 18