SAG

SageView Advisory Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
404
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Technology 3.04%
2 Financials 1.52%
3 Healthcare 1.49%
4 Consumer Discretionary 0.98%
5 Industrials 0.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$116K 0.01%
+32,503
402
$78.2K 0.01%
+10,308
403
$66.1K 0.01%
+100,000
404
$22.8K ﹤0.01%
+11,388