SA

Sage Advisors Portfolio holdings

AUM $140M
1-Year Est. Return 2.27%
This Quarter Est. Return
1 Year Est. Return
+2.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$101M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$24.6M
2 +$15.7M
3 +$12.5M
4
AAPL icon
Apple
AAPL
+$10.5M
5
LLY icon
Eli Lilly
LLY
+$8.99M

Top Sells

No sells this quarter

Sector Composition

1 Financials 48.29%
2 Real Estate 16.06%
3 Technology 12.71%
4 Healthcare 8.98%
5 Energy 7.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$203K 0.2%
+3,336
27
$47.5K 0.05%
+1,500