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
$127M
AUM Growth
+$3.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$1.07M
2 +$810K
3 +$579K
4
AMZN icon
Amazon
AMZN
+$505K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$491K

Sector Composition

1 Financials 41.49%
2 Real Estate 13.92%
3 Technology 13.7%
4 Healthcare 13.03%
5 Energy 8.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-94,046
27
-462