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
401
$377K 0.02%
1,957
+67
402
$374K 0.02%
10,316
-13,623
403
$374K 0.02%
+10,874
404
$372K 0.02%
17,050
+4,650
405
$370K 0.02%
4,426
+430
406
$369K 0.02%
7,952
+5
407
$368K 0.02%
3,469
+191
408
$365K 0.02%
+7,648
409
$365K 0.02%
9,532
+455
410
$363K 0.02%
3,527
+557
411
$363K 0.02%
2,016
+716
412
$359K 0.02%
20,559
+2,379
413
$356K 0.02%
2,045
+86
414
$356K 0.02%
12,531
-2,207
415
$353K 0.02%
1,584
+619
416
$353K 0.02%
+1,453
417
$352K 0.02%
1,713
-6,045
418
$349K 0.02%
12,943
419
$347K 0.02%
27,336
+819
420
$346K 0.02%
+20,061
421
$345K 0.02%
+20,011
422
$344K 0.02%
3,323
+641
423
$342K 0.02%
+10,665
424
$341K 0.02%
+2,290
425
$339K 0.02%
1,132
-492
15 16
17
18 19