test

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
VXFVanguard Index Fds
Recent Activity
Increased 0.94%
4.39%
$86.381M
474,649 shares@ $181.99 avg price
MUBIshares Tr
Recent Activity
Increased 1.55%
1%
$19.679M
181,155 shares@ $108.64 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.92%
0.77%
$15.144M
124,703 shares@ $121.45 avg price
VCEBVanguard World Fd
Recent Activity
Increased 13.52%
0.64%
$12.551M
193,443 shares@ $64.89 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.86%
0.46%
$9.062M
120,649 shares@ $75.11 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 3.64%
0.38%
$7.425M
171,914 shares@ $43.2 avg price
VSGXVanguard World Fd
Recent Activity
Increased 0.74%
0.25%
$4.83M
78,531 shares@ $61.51 avg price
TSLATesla Inc
Recent Activity
Increased 4.68%
0.2%
$3.911M
14,947 shares@ $261.63 avg price
CTASCintas Corp
Recent Activity
Increased 279.19%
0.18%
$3.416M
16,593 shares@ $205.89 avg price
DFICDimensional Etf Trust
Recent Activity
Increased 1.34%
0.17%
$3.343M
118,812 shares@ $28.14 avg price