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Home > Institutional Investor > Sageview Advisory Group, Llc > Profile

Instuitional Investor - Sageview Advisory Group, Llc

Fund Profile
Filing Period:
Fund Name: Sageview Advisory Group, Llc
Portfolio Value $2,323,341,641
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,143,993 $304,652,853 13.11%
2.
Vanguard Scottsdale Funds
 2,369,344 $192,509,258 8.28%
3.
Vanguard Scottsdale Funds
 1,854,162 $191,534,917 8.24%
4.
Schwab Strategic Trust
 FNDF 6,648,918 $123,004,987 5.29%
5.
Vanguard Index Fds
 558,146 $106,036,712 4.56%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)