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
526
$233K 0.01%
8,318
-371
527
$233K 0.01%
+723
528
$232K 0.01%
8,587
-175
529
$232K 0.01%
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+957
530
$232K 0.01%
9,387
-6,057
531
$231K 0.01%
2,160
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$230K 0.01%
4,012
-282
533
$229K 0.01%
+1,366
534
$228K 0.01%
+4,441
535
$227K 0.01%
4,183
-169
536
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537
$226K 0.01%
2,916
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538
$225K 0.01%
9,000
539
$224K 0.01%
+7,270
540
$224K 0.01%
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541
$224K 0.01%
1,706
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542
$222K 0.01%
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$222K 0.01%
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544
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2,940
545
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546
$220K 0.01%
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547
$220K 0.01%
4,449
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548
$220K 0.01%
465
+31
549
$217K 0.01%
+878
550
$216K 0.01%
+7,000
20 21
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