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
526
$244K 0.01%
4,814
-431
527
$243K 0.01%
6,805
+258
528
$243K 0.01%
703
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529
$242K 0.01%
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530
$242K 0.01%
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531
$242K 0.01%
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532
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2,844
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533
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534
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+5,489
535
$240K 0.01%
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536
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537
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538
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769
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539
$235K 0.01%
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540
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541
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8,580
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547
$226K 0.01%
992
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548
$224K 0.01%
+7,490
549
$222K 0.01%
1,835
-48
550
$222K 0.01%
389
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