Sage Financial Management Group, Inc.
Long-term investor · VA · @sagefinancialmanagementg
-0.1%
All time
S&P +14.9%
Long-term investor
Sage Financial Management Group, Inc. @sagefinancialmanagementg
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001762086).
Record
- Tracked since 2025-06-30 (495 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -0.1% · 1 year -0.1% · all -0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921937819 · 14.9% · long · since 2025-09-30
- 464287200 · 14.8% · long · since 2025-09-30
- 922042775 · 10.9% · long · since 2025-09-30
- 921937827 · 9.6% · long · since 2025-09-30
- 808524201 · 7.4% · long · since 2025-09-30
- 78464A409 · 3.8% · long · since 2025-09-30
- 92206C409 · 3.3% · long · since 2025-09-30
- 464287507 · 2.9% · long · since 2025-09-30
- 808524300 · 2.8% · long · since 2025-09-30
- 464287465 · 2.8% · long · since 2025-09-30
- 808524797 · 2.8% · long · since 2025-09-30
- 808524805 · 2.8% · long · since 2025-09-30