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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 $2,345,112,970
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 3,391,240 $335,461,499 14.3%
2.
Vanguard Scottsdale Funds
 2,574,673 $212,513,493 9.06%
3.
Vanguard Scottsdale Funds
 1,992,989 $184,929,386 7.89%
4.
Schwab Strategic Trust
 FNDF 6,800,357 $134,511,059 5.74%
5.
Ishares Tr
 2,003,974 $100,178,661 4.27%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)