Michael Byun

@Sageview Advisory Group, Llc

Latest period2024 - Q3

Reported2mo 5d ago

Managed Assets$1.97B

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
IJULInnovator Etfs Trust Recent Activity New Position	0.07%	$1.205M 40,975 shares@ $29.41 avg price	New Position
USEPInnovator Etfs Trust Recent Activity New Position	0.06%	$1.082M 31,159 shares@ $34.74 avg price	New Position
TELTe Connectivity Plc Recent Activity New Position	0.04%	$688,939 4,563 shares@ $150.99 avg price	New Position
CRCrane Company Recent Activity New Position	0.03%	$569,808 3,600 shares@ $158.28 avg price	New Position
OMCLOmnicell Com Recent Activity New Position	0.03%	$480,432 11,019 shares@ $43.61 avg price	New Position
AVLVAmerican Centy Etf Tr Recent Activity New Position	0.03%	$456,334 6,932 shares@ $65.84 avg price	New Position
GENCGencor Inds Inc Recent Activity New Position	0.02%	$391,918 18,788 shares@ $20.87 avg price	New Position
SSBSouthstate Corporation Recent Activity New Position	0.02%	$371,617 3,824 shares@ $97.19 avg price	New Position
WEXWex Inc Recent Activity New Position	0.02%	$339,553 1,619 shares@ $209.74 avg price	New Position
TLTIshares Tr Recent Activity New Position	0.02%	$324,624 3,309 shares@ $98.11 avg price	New Position