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
476
$286K 0.01%
2,000
477
$285K 0.01%
+3,343
478
$284K 0.01%
5,867
-1,176
479
$282K 0.01%
1,609
-10
480
$278K 0.01%
9,560
-827
481
$277K 0.01%
6,303
482
$276K 0.01%
+437
483
$273K 0.01%
5,755
-5
484
$273K 0.01%
4,355
485
$272K 0.01%
7,012
486
$270K 0.01%
1,580
+48
487
$269K 0.01%
+2,669
488
$267K 0.01%
+3,610
489
$267K 0.01%
+3,951
490
$266K 0.01%
3,943
-636
491
$265K 0.01%
9,714
+45
492
$265K 0.01%
3,824
+20
493
$265K 0.01%
5,245
-1,143
494
$264K 0.01%
1,524
+45
495
$264K 0.01%
4,847
-88
496
$261K 0.01%
+5,344
497
$261K 0.01%
1,230
-46
498
$260K 0.01%
2,538
+30
499
$259K 0.01%
+3,053
500
$259K 0.01%
4,500
18 19
20
21 22