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
426
$332K 0.02%
+8,512
427
$331K 0.02%
+9,180
428
$330K 0.02%
+40,443
429
$325K 0.02%
9,790
-783
430
$322K 0.02%
15,289
-338
431
$321K 0.02%
20,615
+964
432
$320K 0.02%
6,943
+18
433
$320K 0.02%
9,347
434
$316K 0.02%
+2,472
435
$316K 0.02%
+14,360
436
$315K 0.02%
+14,370
437
$313K 0.02%
4,143
438
$313K 0.02%
+2,202
439
$312K 0.02%
10,821
440
$309K 0.02%
8,761
-2,362
441
$307K 0.02%
6,045
-301
442
$304K 0.02%
+11,991
443
$301K 0.02%
9,783
444
$301K 0.02%
23,022
+103
445
$299K 0.02%
12,128
+1,936
446
$299K 0.02%
8,504
+300
447
$298K 0.02%
2,950
-39
448
$297K 0.02%
16,077
+356
449
$295K 0.02%
7,504
450
$292K 0.02%
1,783
+376
16 17
18
19 20