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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
TILTFlexshares Tr
Recent Activity
Decreased -6.85%
1.61%
$31.612M
148,523 shares@ $212.85 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -17.5%
1.13%
$22.132M
51,434 shares@ $430.3 avg price
MUBIshares Tr
Recent Activity
Increased 1.55%
1%
$19.679M
181,155 shares@ $108.64 avg price
EMBIshares Tr
Recent Activity
Decreased -13.32%
0.97%
$18.994M
202,976 shares@ $93.58 avg price
SPHYSpdr Ser Tr
Recent Activity
Decreased -19.5%
0.94%
$18.471M
768,022 shares@ $24.06 avg price
NVDANvidia Corporation
Recent Activity
Increased 0.92%
0.77%
$15.144M
124,703 shares@ $121.45 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -43.51%
0.77%
$15.072M
28,563 shares@ $527.67 avg price
VVVanguard Index Fds
Recent Activity
Decreased -10.08%
0.76%
$14.942M
56,751 shares@ $263.29 avg price
ESGVVanguard World Fd
Recent Activity
Decreased -14.62%
0.71%
$13.959M
137,322 shares@ $101.65 avg price
IWLIshares Tr
Recent Activity
Decreased -10.5%
0.64%
$12.556M
89,404 shares@ $140.45 avg price