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
$123M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$2.31M
2 +$1.84M
3 +$749K
4
MSFT icon
Microsoft
MSFT
+$561K
5
NVDA icon
NVIDIA
NVDA
+$445K

Top Sells

1 +$1.37M
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