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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
AVGOBroadcom Inc
Recent Activity
Increased 799.91%
0.16%
$3.129M
18,142 shares@ $172.51 avg price
MUNIPimco Etf Tr
Recent Activity
Increased 0.89%
0.15%
$2.95M
55,678 shares@ $52.98 avg price
DFSDDimensional Etf Trust
Recent Activity
Increased 4.62%
0.15%
$2.942M
61,630 shares@ $47.75 avg price
VCITVanguard Scottsdale Fds
Recent Activity
Increased 23.91%
0.15%
$2.846M
33,977 shares@ $83.76 avg price
AVUSAmerican Centy Etf Tr
Recent Activity
Increased 0.47%
0.14%
$2.753M
28,933 shares@ $95.15 avg price
PFFIshares Tr
Recent Activity
Increased 104.2%
0.14%
$2.584M
77,754 shares@ $33.24 avg price
DFSVDimensional Etf Trust
Recent Activity
Increased 2.63%
0.1%
$1.785M
57,953 shares@ $30.81 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 4.44%
0.09%
$1.654M
32,905 shares@ $50.29 avg price
SHMSpdr Ser Tr
Recent Activity
Increased 0.19%
0.09%
$1.605M
33,342 shares@ $48.15 avg price
IWYIshares Tr
Recent Activity
Increased 0.12%
0.08%
$1.555M
7,065 shares@ $220.07 avg price