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SAG
SageView Advisory Group Portfolio holdings
AUM
$3.05B
1-Year Est. Return
18.61%
This Fund
S&P 500
This Quarter
Est. Return
+6.44%
1 Year Est. Return
+18.61%
3 Year Est. Return
+52.34%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.23B
AUM Growth
–
Cap. Flow
+$1.23B
Cap. Flow
% of AUM
99.67%
Top 10 Holdings %
Top 10 Hldgs %
42.3%
Holding
404
New
404
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$129M |
| 2 |
Vanguard Russell 1000 Growth ETF
VONG
|
+$74.1M |
| 3 |
Vanguard Russell 1000 Value ETF
VONV
|
+$73.5M |
| 4 |
Schwab International Equity ETF
SCHF
|
+$42.4M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$41.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 88.87% |
| 2 | Technology | 3.04% |
| 3 | Financials | 1.52% |
| 4 | Healthcare | 1.49% |
| 5 | Consumer Discretionary | 0.98% |
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CFM
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SFS
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SageView Advisory Group's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for SageView Advisory Group, which disclosed 404 positions worth $1.23B. Its ten largest holdings account for 42% of the portfolio.
Its largest position is iShares Core US Aggregate Bond ETF: 1,333,929 shares worth $129M.
By sector, the portfolio is most concentrated in Miscellaneous at 89% of assets, followed by Technology and Financials.
- SageView Advisory Group's largest Q4 2022 buy was iShares Core US Aggregate Bond ETF: 1,333,929 shares worth $129M.
- SageView Advisory Group's ten largest holdings make up 42% of its $1.23B portfolio in Q4 2022.
- SageView Advisory Group disclosed 404 positions in Q4 2022, its first 13F filing on record.
Based on SageView Advisory Group's 13F filing for Q4 2022, filed 15 Feb 2023.