SA
Sage Advisors Portfolio holdings
AUM
$140M
1-Year Est. Return
2.27%
1 Year Est. Return
+2.27%
AUM
$140M
AUM Growth
-$2.05M
(-1.4%)
Holding
38
Top Buys
| 1 | +$1.24M | |
| 2 | +$1.1M | |
| 3 | +$645K | |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$502K |
| 5 |
Altria Group
MO
|
+$440K |
Top Sells
| 1 | +$3.77M | |
| 2 | +$420K | |
| 3 | +$383K | |
| 4 |
Amazon
AMZN
|
+$342K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$338K |
Sector Composition
| 1 | Financials | 48.29% |
| 2 | Healthcare | 10.56% |
| 3 | Real Estate | 10.29% |
| 4 | Technology | 10.22% |
| 5 | Energy | 7.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Blackrock
BLK
$167B
| $469K | 0.33% |
447
+2
|
|
||
27
AST SpaceMobile
ASTS
$21.3B
| $347K | 0.25% |
+7,434
|
|
||
28
Salesforce
CRM
$244B
| $313K | 0.22% |
1,146
-190
|
|
||
29
Tesla
TSLA
$1.48T
| $284K | 0.2% |
895
-16
|
|
||
30
Alphabet (Google) Class A
GOOGL
$3.81T
| $267K | 0.19% |
1,517
-351
|
|
||
|
GLXY
31
Galaxy Digital Inc
GLXY
$5.64B
| $256K | 0.18% |
+11,673
|
|
||
32
NextEra Energy
NEE
$169B
| $232K | 0.17% |
3,336
|
|
||
33
Waste Management
WM
$84.5B
| $225K | 0.16% |
+985
|
|
||
34
iShares Core S&P 500 ETF
IVV
$733B
| $213K | 0.15% |
+343
|
|
||
35
JPMorgan Chase
JPM
$834B
| $209K | 0.15% |
+719
|
|
||
|
KDK
36
Kodiak AI
KDK
$1.49B
| $177K | 0.13% |
+15,643
|
|
||
37
First Majestic Silver
AG
$7.55B
| – | – |
-32,148
|
|
||
38
Grupo Aval
AVAL
$4.95B
| – | – |
-10,809
|
|