SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+3.91%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$136M
AUM Growth
–
Cap. Flow
+$136M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
42.42%
Holding
82
New
82
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
3M
MMM
|
$15.5M |
| 2 |
Microsoft
MSFT
|
$6.38M |
| 3 |
Johnson & Johnson
JNJ
|
$6.17M |
| 4 |
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% |
