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Michael Byun

@Sageview Advisory Group, Llc

Latest period2024 - Q3ReportedManaged Assets$1.97BTotal holdings509
Assets growth rate-8.49%Assets growth rate (2-Q avg)0.13%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Sageview Advisory Group, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 509 positions.

Assets under management

The assets under management (AUM) of Sageview Advisory Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 1.97B in assets, with a quarterly growth rate of -8.49% and a 2-quarter average growth rate of 0.13%. The portfolio is managed by Michael Byun, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AGGIshares Tr
Recent Activity
Decreased -5.94%
14.26%
$280.963M
2.774M shares@ $101.28 avg price
VONVVanguard Scottsdale Fds
Recent Activity
Decreased -7.45%
8.48%
$166.912M
2.003M shares@ $83.34 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Decreased -17.64%
7.87%
$154.922M
1.605M shares@ $96.52 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -12.1%
5.39%
$106.129M
2.581M shares@ $41.13 avg price
SCHESchwab Strategic Tr
Recent Activity
Decreased -11.39%
4.22%
$82.973M
2.843M shares@ $29.18 avg price
IAGGIshares Tr
Recent Activity
Decreased -9.38%
4.21%
$82.805M
1.598M shares@ $51.83 avg price
REETIshares Tr
Recent Activity
Decreased -16.25%
2.6%
$51.157M
1.917M shares@ $26.69 avg price
SCHCSchwab Strategic Tr
Recent Activity
Decreased -15.87%
2.47%
$48.587M
1.261M shares@ $38.54 avg price
AAPLApple Inc
Recent Activity
Decreased -16.57%
1.72%
$33.852M
145,289 shares@ $233.01 avg price
TILTFlexshares Tr
Recent Activity
Decreased -6.85%
1.61%
$31.612M
148,523 shares@ $212.85 avg price