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
551
$216K 0.01%
1,166
552
$216K 0.01%
+466
553
$215K 0.01%
5,985
554
$215K 0.01%
+4,475
555
$214K 0.01%
+1,939
556
$213K 0.01%
+2,306
557
$213K 0.01%
8,615
+72
558
$213K 0.01%
+856
559
$213K 0.01%
2,058
+171
560
$211K 0.01%
1,883
-888
561
$211K 0.01%
8,036
+7
562
$209K 0.01%
2,561
563
$209K 0.01%
+2,640
564
$209K 0.01%
4,573
+150
565
$207K 0.01%
+962
566
$205K 0.01%
+3,940
567
$205K 0.01%
+851
568
$205K 0.01%
34,640
+10,219
569
$205K 0.01%
1,468
-523
570
$204K 0.01%
3,019
571
$204K 0.01%
737
-1,710
572
$204K 0.01%
1,912
573
$203K 0.01%
+7,241
574
$201K 0.01%
+5,757
575
$201K 0.01%
+1,821
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