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
176
$1.41M 0.06%
42,368
+423
177
$1.4M 0.06%
18,267
+1,540
178
$1.4M 0.06%
31,148
-9,125
179
$1.39M 0.06%
6,139
+1,975
180
$1.38M 0.06%
49,516
+668
181
$1.36M 0.06%
7,627
+613
182
$1.34M 0.06%
19,173
-494
183
$1.34M 0.06%
15,032
+3,324
184
$1.32M 0.06%
9,419
+158
185
$1.3M 0.06%
7,398
+957
186
$1.28M 0.06%
55,428
+37,623
187
$1.28M 0.06%
23,765
+7,686
188
$1.27M 0.05%
3,175
+762
189
$1.26M 0.05%
48,765
+15
190
$1.25M 0.05%
47,242
+17,241
191
$1.25M 0.05%
10,196
+233
192
$1.25M 0.05%
13,079
-1,265
193
$1.25M 0.05%
28,333
+6,720
194
$1.23M 0.05%
+24,867
195
$1.22M 0.05%
6,345
+1,242
196
$1.22M 0.05%
+41,664
197
$1.21M 0.05%
8,409
-444
198
$1.2M 0.05%
5,166
+2,153
199
$1.19M 0.05%
5,391
+3,626
200
$1.19M 0.05%
48,149
+454
6 7
8
9 10