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
451
$314K 0.01%
33,703
+98
452
$314K 0.01%
11,902
+291
453
$311K 0.01%
4,763
-6,908
454
$311K 0.01%
+15,682
455
$311K 0.01%
2,176
+101
456
$311K 0.01%
2,713
+311
457
$310K 0.01%
3,698
458
$310K 0.01%
846
+132
459
$308K 0.01%
2,512
+928
460
$306K 0.01%
27,000
-1
461
$305K 0.01%
2,992
+156
462
$304K 0.01%
+7,986
463
$302K 0.01%
9,000
464
$301K 0.01%
+4,620
465
$300K 0.01%
+6,227
466
$300K 0.01%
5,178
+519
467
$298K 0.01%
9,861
-202
468
$293K 0.01%
1,297
+5
469
$291K 0.01%
8,919
+425
470
$290K 0.01%
2,082
+689
471
$289K 0.01%
+3,058
472
$288K 0.01%
2,761
473
$287K 0.01%
+7,521
474
$287K 0.01%
+3,336
475
$287K 0.01%
+1,376
17 18
19
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