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
$2.35B
AUM Growth
+$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
627
New
Increased
Reduced
Closed

Top Buys

1
+$24.5M
2
+$16.9M
3
+$12.9M
4
REET icon
iShares Global REIT ETF
REET
+$6.93M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.03M

Top Sells

1
+$12.4M
2
+$6.09M
3
+$5.04M
4
IWL icon
iShares Russell Top 200 ETF
IWL
+$5.04M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.32M

Sector Composition

1 Technology 5.85%
2 Financials 2.98%
3 Industrials 2.25%
4 Healthcare 2.2%
5 Communication Services 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$384K 0.02%
2,807
+60
402
$383K 0.02%
5,648
+297
403
$380K 0.02%
12,551
-2,043
404
$380K 0.02%
+14,895
405
$379K 0.02%
5,532
+769
406
$377K 0.02%
37,634
-4,497
407
$374K 0.02%
16,461
+375
408
$374K 0.02%
10,913
+3,354
409
$371K 0.02%
+2,835
410
$368K 0.02%
5,050
-1,788
411
$367K 0.02%
+2,150
412
$367K 0.02%
+5,712
413
$367K 0.02%
1,386
+22
414
$366K 0.02%
3,070
-8
415
$366K 0.02%
2,260
-800
416
$364K 0.02%
3,922
+98
417
$362K 0.02%
9,988
-114
418
$359K 0.02%
7,035
+550
419
$359K 0.02%
15,616
-114,871
420
$359K 0.02%
8,523
421
$357K 0.02%
3,060
-3,875
422
$356K 0.02%
5,022
+1,071
423
$355K 0.02%
3,346
+603
424
$354K 0.02%
8,075
+1,998
425
$353K 0.02%
14,733
-848
15 16
17
18 19