SAG

SageView Advisory Group Portfolio holdings

AUM $2.64B
1-Year Est. Return 13.58%
This Quarter Est. Return
1 Year Est. Return
+13.58%
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
451
$290K 0.02%
6,077
+285
452
$289K 0.02%
+10,358
453
$288K 0.02%
+3,842
454
$287K 0.02%
+1,564
455
$286K 0.02%
2,267
+161
456
$285K 0.02%
+5,745
457
$285K 0.02%
+6,043
458
$282K 0.02%
722
+110
459
$282K 0.02%
6,773
-2,123
460
$281K 0.02%
2,912
-2,562
461
$278K 0.02%
6,519
+796
462
$277K 0.02%
+6,915
463
$276K 0.02%
+11,985
464
$276K 0.02%
1,516
+68
465
$274K 0.02%
+2,475
466
$273K 0.02%
3,538
+105
467
$272K 0.02%
2,972
+69
468
$269K 0.02%
4,749
+11
469
$264K 0.01%
8,086
-10,516
470
$264K 0.01%
+3,498
471
$263K 0.01%
8,490
+471
472
$263K 0.01%
+5,047
473
$262K 0.01%
+2,248
474
$262K 0.01%
+31,900
475
$260K 0.01%
3,921
+35
17 18
19
20 21