SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.55M
3
+$4.31M
4
AMD icon
Advanced Micro Devices
AMD
+$4.29M
5
MRK icon
Merck
MRK
+$4.04M

Top Sells

1
+$6.03M
2
+$5.6M
3
+$4.51M
4
PLTR icon
Palantir
PLTR
+$3.95M
5
CSCO icon
Cisco
CSCO
+$947K

Sector Composition

1 Technology 26.3%
2 Industrials 12.2%
3 Consumer Staples 12.01%
4 Consumer Discretionary 8.13%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.32M 1.31%
21,503
+323
27
$5.25M 1.3%
100,812
+483
28
$5.22M 1.29%
36,774
+30,206
29
$5.14M 1.27%
34,828
-2,709
30
$5.09M 1.26%
46,289
-6,118
31
$4.31M 1.07%
+20,985
32
$4.28M 1.06%
23,060
+247
33
$4.23M 1.04%
6,805
+27
34
$4.2M 1.04%
14,892
+86
35
$4.04M 1%
+51,056
36
$3.95M 0.97%
85,234
+32,181
37
$3.82M 0.94%
117,202
+1,866
38
$3.77M 0.93%
16,393
+102
39
$3.68M 0.91%
6,480
-161
40
$3.68M 0.91%
72,020
-509
41
$3.42M 0.85%
79,350
-124
42
$3.24M 0.8%
46,999
+765
43
$3.22M 0.79%
20,198
+3,002
44
$2.96M 0.73%
17,854
+316
45
$2.78M 0.69%
5,719
+449
46
$2.48M 0.61%
60,782
-490
47
$2.34M 0.58%
6,036
+132
48
$2.29M 0.57%
28,593
+325
49
$2.28M 0.56%
33,710
+896
50
$2.13M 0.53%
40,621
+3,363
1
2
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