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

Top Buys

1
+$2.57M
2
+$1.19M
3
+$1.18M
4
AMZN icon
Amazon
AMZN
+$549K
5
PLTR icon
Palantir
PLTR
+$369K

Top Sells

1
+$522K
2
+$331K
3
+$265K
4
AVGO icon
Broadcom
AVGO
+$64.2K
5
OKE icon
Oneok
OKE
+$27.9K

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
1
2