Asset Manager
← All Institutions
SageView Advisory Group, LLC
Market Value
$0
-100.0%
Holdings
2,517
-6
New Purchases
0
Added To
0
Closed
2,517
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 79 | $0 | 0% |
| Large Cap | 997 | $0 | 0% |
| Mid Cap | 839 | $0 | 0% |
| Small Cap | 424 | $0 | 0% |
| Micro Cap | 178 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$43.6B
Median Market Cap
$7.2B
Avg P/E
32.5
Median P/E
21.4
Avg Dividend Yield
0.02%
Avg Beta
1.00
# Stocks
1,806
# ETFs / Funds
711
Top Holdings (2,517 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NVT | —% | — | — | — | -$22K | -217 | -100.0% | SOLD |
| 2 | BKKT | —% | — | — | — | -$31 | -3 | -100.0% | SOLD |
| 3 | AME | —% | — | — | — | -$233K | -1,134 | -100.0% | SOLD |
| 4 | PAC | —% | — | — | — | -$2K | -6 | -100.0% | SOLD |
| 5 | ESTC | —% | — | — | — | -$5K | -61 | -100.0% | SOLD |
| 6 | ABT | —% | — | — | — | -$3M | -24,513 | -100.0% | SOLD |
| 7 | T | —% | — | — | — | -$2M | -67,113 | -100.0% | SOLD |
| 8 | CCS | —% | — | — | — | -$3K | -50 | -100.0% | SOLD |
| 9 | YUM | —% | — | — | — | -$145K | -958 | -100.0% | SOLD |
| 10 | AVB | —% | — | — | — | -$53K | -290 | -100.0% | SOLD |
| 11 | BDX | —% | — | — | — | -$176K | -907 | -100.0% | SOLD |
| 12 | FMX | —% | — | — | — | -$22K | -215 | -100.0% | SOLD |
| 13 | AIR | —% | — | — | — | -$44K | -526 | -100.0% | SOLD |
| 14 | AN | —% | — | — | — | -$112K | -541 | -100.0% | SOLD |
| 15 | EXR | —% | — | — | — | -$21K | -159 | -100.0% | SOLD |
| 16 | EXPD | —% | — | — | — | -$50K | -336 | -100.0% | SOLD |
| 17 | ALB | —% | — | — | — | -$174K | -1,228 | -100.0% | SOLD |
| 18 | HRB | —% | — | — | — | -$156K | -3,591 | -100.0% | SOLD |
| 19 | AMP | —% | — | — | — | -$501K | -1,023 | -100.0% | SOLD |
| 20 | GDV | —% | — | — | — | -$226K | -8,139 | -100.0% | SOLD |
| 21 | APAM | —% | — | — | — | -$14K | -334 | -100.0% | SOLD |
| 22 | ACN | —% | — | — | — | -$883K | -3,292 | -100.0% | SOLD |
| 23 | NFG | —% | — | — | — | -$259K | -3,235 | -100.0% | SOLD |
| 24 | ATR | —% | — | — | — | -$6K | -51 | -100.0% | SOLD |
| 25 | GLW | —% | — | — | — | -$2M | -21,775 | -100.0% | SOLD |
| 26 | AR | —% | — | — | — | -$27K | -781 | -100.0% | SOLD |
| 27 | EVC | —% | — | — | — | -$15 | -5 | -100.0% | SOLD |
| 28 | ACI | —% | — | — | — | -$5K | -310 | -100.0% | SOLD |
| 29 | ARW | —% | — | — | — | -$33K | -295 | -100.0% | SOLD |
| 30 | WDI | —% | — | — | — | -$6K | -400 | -100.0% | SOLD |
| 31 | CB | —% | — | — | — | -$801K | -2,565 | -100.0% | SOLD |
| 32 | DIS | —% | — | — | — | -$2M | -19,923 | -100.0% | SOLD |
| 33 | CVX | —% | — | — | — | -$5M | -30,328 | -100.0% | SOLD |
| 34 | PDI | —% | — | — | — | -$74K | -4,168 | -100.0% | SOLD |
| 35 | RH | —% | — | — | — | -$2K | -13 | -100.0% | SOLD |
| 36 | TMHC | —% | — | — | — | -$4K | -60 | -100.0% | SOLD |
| 37 | WNC | —% | — | — | — | -$18K | -2,045 | -100.0% | SOLD |
| 38 | 21P.F | —% | — | — | — | -$47 | -11 | -100.0% | SOLD |
| 39 | AAP | —% | — | — | — | -$26K | -665 | -100.0% | SOLD |
| 40 | ARMK | —% | — | — | — | -$38K | -1,030 | -100.0% | SOLD |
| 41 | DY | —% | — | — | — | -$11K | -33 | -100.0% | SOLD |
| 42 | ED | —% | — | — | — | -$247K | -2,487 | -100.0% | SOLD |
| 43 | LYV | —% | — | — | — | -$199K | -1,397 | -100.0% | SOLD |
| 44 | ALSN | —% | — | — | — | -$8K | -85 | -100.0% | SOLD |
| 45 | AIZ | —% | — | — | — | -$280K | -1,160 | -100.0% | SOLD |
| 46 | ARES | —% | — | — | — | -$74K | -455 | -100.0% | SOLD |
| 47 | ASX | —% | — | — | — | -$2M | -132,001 | -100.0% | SOLD |
| 48 | EMN | —% | — | — | — | -$25K | -399 | -100.0% | SOLD |
| 49 | DECK | —% | — | — | — | -$47K | -453 | -100.0% | SOLD |
| 50 | FLR | —% | — | — | — | -$8K | -210 | -100.0% | SOLD |
| 51 | CVS | —% | — | — | — | -$944K | -11,900 | -100.0% | SOLD |
| 52 | EMD | —% | — | — | — | -$1K | -107 | -100.0% | SOLD |
| 53 | ALL | —% | — | — | — | -$319K | -1,532 | -100.0% | SOLD |
| 54 | OC | —% | — | — | — | -$31K | -273 | -100.0% | SOLD |
| 55 | MC | —% | — | — | — | -$6K | -85 | -100.0% | SOLD |
| 56 | BFAM | —% | — | — | — | -$30K | -299 | -100.0% | SOLD |
| 57 | MTDR | —% | — | — | — | -$3K | -70 | -100.0% | SOLD |
| 58 | HLI | —% | — | — | — | -$11K | -62 | -100.0% | SOLD |
| 59 | JHG | —% | — | — | — | -$64K | -1,341 | -100.0% | SOLD |
| 60 | YETI | —% | — | — | — | -$5K | -105 | -100.0% | SOLD |
| 61 | CDE | —% | — | — | — | -$114K | -6,397 | -100.0% | SOLD |
| 62 | UBER | —% | — | — | — | -$529K | -6,480 | -100.0% | SOLD |
| 63 | LHX | —% | — | — | — | -$1M | -5,010 | -100.0% | SOLD |
| 64 | RYAN | —% | — | — | — | -$7K | -138 | -100.0% | SOLD |
| 65 | HPE | —% | — | — | — | -$74K | -3,096 | -100.0% | SOLD |
| 66 | PB | —% | — | — | — | -$211K | -3,060 | -100.0% | SOLD |
| 67 | GWRE | —% | — | — | — | -$75K | -373 | -100.0% | SOLD |
| 68 | AA | —% | — | — | — | -$71K | -1,338 | -100.0% | SOLD |
| 69 | NOW | —% | — | — | — | -$826K | -5,389 | -100.0% | SOLD |
| 70 | DINO | —% | — | — | — | -$13K | -287 | -100.0% | SOLD |
| 71 | UI | —% | — | — | — | -$2K | -4 | -100.0% | SOLD |
| 72 | ACHR | —% | — | — | — | -$11K | -1,484 | -100.0% | SOLD |
| 73 | WY | —% | — | — | — | -$19K | -788 | -100.0% | SOLD |
| 74 | WTM | —% | — | — | — | -$8K | -4 | -100.0% | SOLD |
| 75 | QXO | —% | — | — | — | -$195K | -10,094 | -100.0% | SOLD |
| 76 | BROS | —% | — | — | — | -$6K | -105 | -100.0% | SOLD |
| 77 | AEM | —% | — | — | — | -$37K | -217 | -100.0% | SOLD |
| 78 | BKH | —% | — | — | — | -$3K | -45 | -100.0% | SOLD |
| 79 | Q | —% | — | — | — | -$117K | -1,433 | -100.0% | SOLD |
| 80 | AGCO | —% | — | — | — | -$1K | -14 | -100.0% | SOLD |
| 81 | HR | —% | — | — | — | -$32K | -1,875 | -100.0% | SOLD |
| 82 | ALV | —% | — | — | — | -$61K | -516 | -100.0% | SOLD |
| 83 | SLVM | —% | — | — | — | -$475 | -10 | -100.0% | SOLD |
| 84 | BMY | —% | — | — | — | -$595K | -11,034 | -100.0% | SOLD |
| 85 | FOUR | —% | — | — | — | -$24K | -376 | -100.0% | SOLD |
| 86 | XOM | —% | — | — | — | -$10M | -80,200 | -100.0% | SOLD |
| 87 | EPC | —% | — | — | — | -$85K | -5,000 | -100.0% | SOLD |
| 88 | FDX | —% | — | — | — | -$272K | -941 | -100.0% | SOLD |
| 89 | HMC | —% | — | — | — | -$10K | -348 | -100.0% | SOLD |
| 90 | ATI | —% | — | — | — | -$6K | -55 | -100.0% | SOLD |
| 91 | CTRE | —% | — | — | — | -$159K | -4,397 | -100.0% | SOLD |
| 92 | BEN | —% | — | — | — | -$14K | -603 | -100.0% | SOLD |
| 93 | SLGN | —% | — | — | — | -$8K | -205 | -100.0% | SOLD |
| 94 | M | —% | — | — | — | -$6K | -270 | -100.0% | SOLD |
| 95 | NOK | —% | — | — | — | -$99K | -15,353 | -100.0% | SOLD |
| 96 | BBVA | —% | — | — | — | -$34K | -1,458 | -100.0% | SOLD |
| 97 | CUBE | —% | — | — | — | -$1K | -30 | -100.0% | SOLD |
| 98 | CFG | —% | — | — | — | -$685K | -11,725 | -100.0% | SOLD |
| 99 | EGP | —% | — | — | — | -$147K | -827 | -100.0% | SOLD |
| 100 | NEE | —% | — | — | — | -$2M | -23,069 | -100.0% | SOLD |