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
$2.32B
AUM Growth
+$353M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$35.8M
2
+$29.8M
3
+$27.5M
4
VONG icon
Vanguard Russell 1000 Growth ETF
VONG
+$25.7M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$16.9M

Top Sells

1
+$2.91M
2
+$1.7M
3
+$1.47M
4
AON icon
Aon
AON
+$1.39M
5
IAPR icon
Innovator International Developed Power Buffer ETF April
IAPR
+$1.21M

Sector Composition

1 Technology 6.67%
2 Financials 2.96%
3 Industrials 2.3%
4 Consumer Discretionary 2.11%
5 Communication Services 2.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$415K 0.02%
14,594
+5,908
377
$412K 0.02%
6,838
-5,281
378
$410K 0.02%
+3,176
379
$407K 0.02%
+10,876
380
$407K 0.02%
+1,606
381
$402K 0.02%
2,921
+109
382
$401K 0.02%
+8,700
383
$398K 0.02%
3,242
384
$396K 0.02%
3,800
385
$393K 0.02%
7,443
+90
386
$387K 0.02%
7,792
387
$386K 0.02%
3,494
-194
388
$385K 0.02%
3,643
-379
389
$383K 0.02%
+7,002
390
$382K 0.02%
+7,174
391
$382K 0.02%
1,271
+229
392
$381K 0.02%
11,940
+3,996
393
$380K 0.02%
3,824
394
$379K 0.02%
3,805
-826
395
$379K 0.02%
3,332
-32
396
$378K 0.02%
+4,298
397
$377K 0.02%
+53,360
398
$363K 0.02%
1,362
399
$363K 0.02%
4,309
+1,232
400
$362K 0.02%
2,679
-956
14 15
16
17 18