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
126
$2.01M 0.09%
11,062
+546
127
$1.98M 0.09%
5,966
+3,638
128
$1.9M 0.08%
4,533
+704
129
$1.86M 0.08%
55,165
-1,403
130
$1.86M 0.08%
79,928
+1,792
131
$1.85M 0.08%
3,812
+493
132
$1.82M 0.08%
3,496
+653
133
$1.82M 0.08%
68,261
-45,319
134
$1.8M 0.08%
13,968
+3,392
135
$1.77M 0.08%
57,429
-524
136
$1.74M 0.08%
15,421
+6,028
137
$1.74M 0.08%
24,324
+4,188
138
$1.74M 0.07%
7,031
+324
139
$1.73M 0.07%
33,005
+230
140
$1.7M 0.07%
+44,764
141
$1.68M 0.07%
1,581
+107
142
$1.67M 0.07%
22,516
+4,024
143
$1.66M 0.07%
+43,260
144
$1.65M 0.07%
7,016
-49
145
$1.65M 0.07%
17,779
+7,732
146
$1.65M 0.07%
4,091
-2,008
147
$1.64M 0.07%
3,149
-82
148
$1.64M 0.07%
8,918
-1,170
149
$1.62M 0.07%
14,033
+2,099
150
$1.62M 0.07%
34,149
+807
4 5
6
7 8