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
51
$5.55M 0.24%
45,653
-426
52
$5.41M 0.23%
61,666
-201
53
$5.3M 0.23%
10,487
+1,243
54
$5.23M 0.23%
88,355
+6,487
55
$5.2M 0.22%
88,263
+10,752
56
$5.16M 0.22%
28,954
+1,021
57
$5.05M 0.22%
42,948
+619
58
$5.04M 0.22%
21,756
+3,614
59
$4.91M 0.21%
5,356
+353
60
$4.76M 0.2%
111,694
+67
61
$4.73M 0.2%
18,636
+672
62
$4.72M 0.2%
40,989
+27,246
63
$4.56M 0.2%
15,723
+2,119
64
$4.54M 0.2%
88,179
-2,770
65
$4.52M 0.19%
79,753
+1,222
66
$4.48M 0.19%
35,137
+211
67
$4.44M 0.19%
41,277
+10,288
68
$4.41M 0.19%
66,695
+3,885
69
$4.39M 0.19%
87,493
+10,158
70
$4.33M 0.19%
56,894
+440
71
$4.27M 0.18%
8,360
+1,437
72
$4.22M 0.18%
46,709
+845
73
$3.94M 0.17%
75,866
-9,149
74
$3.87M 0.17%
22,847
+52
75
$3.74M 0.16%
10,139
+2,058
1 2
3
4 5