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
476
$292K 0.01%
430
-7
477
$292K 0.01%
5,855
-12
478
$290K 0.01%
11,390
+17
479
$287K 0.01%
3,790
+92
480
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4,543
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481
$286K 0.01%
1,628
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482
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1,643
+63
483
$286K 0.01%
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484
$285K 0.01%
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485
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486
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845
-1
487
$282K 0.01%
6,465
+1,311
488
$282K 0.01%
1,499
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489
$282K 0.01%
11,013
-889
490
$281K 0.01%
9,000
491
$280K 0.01%
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493
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8,801
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494
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55,546
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495
$273K 0.01%
13,020
-2,993
496
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463
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497
$272K 0.01%
9,000
498
$271K 0.01%
1,827
+39
499
$270K 0.01%
991
+63
500
$269K 0.01%
2,581
-98
18 19
20
21 22