SA

Sage Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 6.91%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+6.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$1.92M
3 +$712K
4
MSFT icon
Microsoft
MSFT
+$530K
5
NVDA icon
NVIDIA
NVDA
+$364K

Top Sells

1 +$1.36M
2 +$462K

Sector Composition

1 Financials 44.82%
2 Healthcare 13.73%
3 Technology 12.66%
4 Real Estate 11.72%
5 Energy 7.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,106