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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
DFIPDimensional Etf Trust
Recent Activity
Increased 3.48%
0.08%
$1.545M
36,550 shares@ $42.28 avg price
GEGe Aerospace
Recent Activity
Increased 0.18%
0.07%
$1.375M
7,292 shares@ $188.59 avg price
AVDEAmerican Centy Etf Tr
Recent Activity
Increased 0.73%
0.07%
$1.295M
19,322 shares@ $67.04 avg price
CEGConstellation Energy Corp
Recent Activity
Increased 42.45%
0.07%
$1.233M
4,742 shares@ $260.02 avg price
BKBank New York Mellon Corp
Recent Activity
Increased 10.81%
0.07%
$1.202M
16,727 shares@ $71.86 avg price
RSPInvesco Exchange Traded Fd T
Recent Activity
Increased 0.24%
0.06%
$1.154M
6,441 shares@ $179.15 avg price
DFEMDimensional Etf Trust
Recent Activity
Increased 2.14%
0.06%
$1.12M
39,796 shares@ $28.16 avg price
GSGoldman Sachs Group Inc
Recent Activity
Increased 19.06%
0.06%
$1.08M
2,181 shares@ $495.14 avg price
PJULInnovator Etfs Trust
Recent Activity
Increased 64.95%
0.06%
$1.024M
25,298 shares@ $40.48 avg price
PJUNInnovator Etfs Trust
Recent Activity
Increased 25.37%
0.06%
$991,373
26,884 shares@ $36.88 avg price