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
401
$359K 0.02%
3,078
-171
402
$357K 0.02%
1,759
+45
403
$356K 0.02%
4,797
-1,159
404
$355K 0.02%
10,991
+4,238
405
$354K 0.02%
2,135
406
$352K 0.02%
6,277
+74
407
$351K 0.02%
+6,188
408
$349K 0.02%
8,064
+875
409
$349K 0.02%
+9,474
410
$348K 0.02%
+1,870
411
$348K 0.02%
1,862
+45
412
$346K 0.01%
+1,364
413
$346K 0.01%
14,116
414
$346K 0.01%
+3,823
415
$345K 0.01%
8,523
416
$345K 0.01%
+648
417
$345K 0.01%
10,102
+41
418
$341K 0.01%
+815
419
$341K 0.01%
1,979
+185
420
$340K 0.01%
+4,488
421
$338K 0.01%
1,833
-115
422
$338K 0.01%
+3,178
423
$337K 0.01%
4,099
+1,311
424
$336K 0.01%
+4,888
425
$335K 0.01%
4,642
-98
15 16
17
18 19