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
426
$334K 0.01%
+480
427
$333K 0.01%
2,812
+492
428
$333K 0.01%
+15,581
429
$332K 0.01%
6,864
+661
430
$332K 0.01%
18,788
431
$331K 0.01%
+12,785
432
$331K 0.01%
1,714
+125
433
$330K 0.01%
+16,013
434
$328K 0.01%
1,122
+73
435
$328K 0.01%
12,139
+2,796
436
$326K 0.01%
8,616
437
$326K 0.01%
6,485
-171
438
$326K 0.01%
518
+97
439
$325K 0.01%
3,639
+132
440
$324K 0.01%
4,438
-330
441
$324K 0.01%
2,790
+98
442
$323K 0.01%
16,086
+6,741
443
$320K 0.01%
100
+14
444
$320K 0.01%
5,351
+1,267
445
$319K 0.01%
32,480
-5,139
446
$319K 0.01%
14,300
447
$317K 0.01%
+3,108
448
$316K 0.01%
1,536
+150
449
$314K 0.01%
9,357
450
$314K 0.01%
2,743
-664
16 17
18
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