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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
VCEBVanguard World Fd
Recent Activity
Increased 13.52%
0.64%
$12.551M
193,443 shares@ $64.89 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -4.59%
0.63%
$12.391M
43,759 shares@ $283.16 avg price
TLTDFlexshares Tr
Recent Activity
Decreased -6.82%
0.6%
$11.786M
157,147 shares@ $75.0 avg price
IEFAIshares Tr
Recent Activity
Decreased -37.47%
0.59%
$11.436M
146,523 shares@ $78.06 avg price
DFACDimensional Etf Trust
Recent Activity
Decreased -0.4%
0.56%
$10.867M
316,917 shares@ $34.3 avg price
BUFFInnovator Etfs Trust
Recent Activity
Decreased -23.52%
0.54%
$10.494M
237,854 shares@ $44.12 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -17.18%
0.5%
$9.747M
11,002 shares@ $885.96 avg price
IVVIshares Tr
Recent Activity
Decreased -23.53%
0.5%
$9.696M
16,809 shares@ $576.83 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -26.21%
0.5%
$9.674M
51,919 shares@ $186.34 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -13.42%
0.5%
$9.656M
16,868 shares@ $572.44 avg price