SAG

SageView Advisory Group Portfolio holdings

AUM $2.96B
1-Year Est. Return 15.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.81%
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
+$24.2M
2
+$17.2M
3
+$14.1M
4
REET icon
iShares Global REIT ETF
REET
+$6.95M
5
IAGG icon
iShares Core International Aggregate Bond Fund
IAGG
+$5.03M

Top Sells

1
+$13M
2
+$6.42M
3
+$5.33M
4
TLTD icon
FlexShares Morningstar Developed Markets ex-US Factor Tilt Index Fund
TLTD
+$4.92M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.28M

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
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