SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$6.38M
3
+$6.17M
4
JPM icon
JPMorgan Chase
JPM
+$5.5M
5
TUP
Tupperware Brands Corporation
TUP
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.48%
2 Healthcare 13.61%
3 Financials 12.24%
4 Technology 11.31%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.94M 1.43%
+30,989
27
$1.74M 1.28%
+4,116
28
$1.62M 1.19%
+43,403
29
$1.44M 1.06%
+15,450
30
$1.44M 1.05%
+8,681
31
$1.41M 1.04%
+19,047
32
$1.4M 1.03%
+14,958
33
$1.36M 1%
+5,592
34
$1.24M 0.91%
+15,445
35
$1.14M 0.83%
+7,097
36
$1.08M 0.8%
+5,191
37
$1.01M 0.74%
+12,633
38
$1.01M 0.74%
+12,827
39
$998K 0.73%
+11,821
40
$917K 0.67%
+39,618
41
$894K 0.66%
+15,000
42
$871K 0.64%
+10,307
43
$868K 0.64%
+33,661
44
$848K 0.62%
+5,004
45
$837K 0.62%
+12,833
46
$771K 0.57%
+5,473
47
$753K 0.55%
+29,840
48
$746K 0.55%
+7,957
49
$718K 0.53%
+5,022
50
$714K 0.52%
+6,460
1
2
3 4