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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
ADSKAutodesk Inc
Recent Activity
Decreased -3.78%
0.48%
$9.298M
33,752 shares@ $275.48 avg price
BNDVanguard Bd Index Fds
Recent Activity
Increased 4.86%
0.46%
$9.062M
120,649 shares@ $75.11 avg price
USMVIshares Tr
Recent Activity
Decreased -10.24%
0.41%
$8.04M
88,047 shares@ $91.32 avg price
BSVVanguard Bd Index Fds
Recent Activity
Decreased -32.39%
0.4%
$7.844M
99,688 shares@ $78.69 avg price
DFCFDimensional Etf Trust
Recent Activity
Increased 3.64%
0.38%
$7.425M
171,914 shares@ $43.2 avg price
DSIIshares Tr
Recent Activity
Decreased -5.66%
0.36%
$6.924M
63,648 shares@ $108.79 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -23.22%
0.35%
$6.891M
32,679 shares@ $210.86 avg price
HDHome Depot Inc
Recent Activity
Decreased -18.83%
0.35%
$6.829M
16,854 shares@ $405.22 avg price
VUGVanguard Index Fds
Recent Activity
Decreased -20.29%
0.34%
$6.695M
17,438 shares@ $383.93 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -20%
0.34%
$6.599M
39,789 shares@ $165.85 avg price