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

Top Buys

1 +$1.04M
2 +$817K
3 +$606K
4
AMZN icon
Amazon
AMZN
+$516K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$511K

Top Sells

1 +$3.88M
2 +$292K
3 +$237K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$231K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$9.31K

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
-462
27
-94,046