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
$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
501
$256K 0.01%
11,373
+139
502
$252K 0.01%
22,759
503
$252K 0.01%
839
+88
504
$251K 0.01%
3,762
+249
505
$249K 0.01%
+6,694
506
$249K 0.01%
8,672
-1,728
507
$248K 0.01%
6,077
+25
508
$248K 0.01%
+1,375
509
$247K 0.01%
2,867
+486
510
$247K 0.01%
+3,802
511
$247K 0.01%
669
+101
512
$245K 0.01%
6,547
-1,374
513
$244K 0.01%
17,500
514
$244K 0.01%
928
+39
515
$244K 0.01%
2,310
+300
516
$243K 0.01%
716
-62
517
$243K 0.01%
4,000
518
$240K 0.01%
+5,661
519
$240K 0.01%
+5,528
520
$239K 0.01%
2,309
+11
521
$238K 0.01%
+401
522
$234K 0.01%
+724
523
$234K 0.01%
1,788
+35
524
$234K 0.01%
4,953
-141
525
$234K 0.01%
7,756
-381
19 20
21
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