Sage Financial Group Inc
CIK Number: 0000882119
1.24B
Market Value
100
# of Holdings
18 months
Avg. Holding Period
39.05%
Win Rate
20.10%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SCHX | Schwab U.S. Lar... | 22.14 | -0.56% | 24.87M | +197.65% | 576.38M | 9.34 | 46.39% |
| 2 | IJH | iShares Core S&... | 58.15 | -0.61% | 1.28M | +1.76% | 79.73M | 46.29 | 6.42% |
| 3 | VUG | Vanguard Growth... | 384.43 | -0.7% | 154.7K | -3.83% | 63.5M | 133.25 | 5.11% |
| 4 | IJR | iShares Core S&... | 101.81 | -0.47% | 514.46K | +3.30% | 59.28M | 90.23 | 4.77% |
| 5 | VTV | Vanguard Value ... | 166.76 | -0.55% | 342.94K | -2.07% | 58.06M | 92.77 | 4.67% |
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