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
426
$353K 0.02%
1,598
+62
427
$352K 0.02%
14,481
+365
428
$352K 0.02%
4,967
+169
429
$350K 0.01%
1,144
+22
430
$349K 0.01%
1,743
-1,788
431
$347K 0.01%
3,800
432
$346K 0.01%
+5,538
433
$346K 0.01%
3,269
+27
434
$342K 0.01%
7,000
+2,500
435
$341K 0.01%
6,666
-336
436
$341K 0.01%
5,739
+561
437
$339K 0.01%
8,064
438
$339K 0.01%
+13,688
439
$338K 0.01%
1,835
+2
440
$335K 0.01%
27,245
+245
441
$334K 0.01%
+6,574
442
$334K 0.01%
27,451
+8,663
443
$334K 0.01%
2,009
+30
444
$331K 0.01%
11,568
-571
445
$329K 0.01%
2,751
-39
446
$327K 0.01%
4,070
-228
447
$326K 0.01%
6,941
-233
448
$325K 0.01%
2,813
-3,825
449
$325K 0.01%
22,804
+45
450
$323K 0.01%
5,604
-2,313
16 17
18
19 20