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
$134M
AUM Growth
+$6.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.62M
2 +$1.18M
3 +$1.17M
4
AMZN icon
Amazon
AMZN
+$512K
5
NVDA icon
NVIDIA
NVDA
+$369K

Top Sells

1 +$491K
2 +$355K
3 +$292K
4
AVGO icon
Broadcom
AVGO
+$51.2K
5
OKE icon
Oneok
OKE
+$28.4K

Sector Composition

1 Financials 42.86%
2 Technology 13.92%
3 Real Estate 10.85%
4 Healthcare 10.52%
5 Energy 8.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$239K 0.18%
3,336
27
$226K 0.17%
1,121
+148
28
$102K 0.08%
18,656