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
51
$682K 0.5%
+83,947
52
$678K 0.5%
+10,397
53
$653K 0.48%
+7,045
54
$603K 0.44%
+15,388
55
$583K 0.43%
+19,656
56
$545K 0.4%
+21,349
57
$538K 0.4%
+8,794
58
$493K 0.36%
+2,039
59
$467K 0.34%
+14,000
60
$453K 0.33%
+6,972
61
$433K 0.32%
+12,450
62
$425K 0.31%
+10,536
63
$337K 0.25%
+4,075
64
$337K 0.25%
+1,580
65
$327K 0.24%
+6,812
66
$317K 0.23%
+11,147
67
$316K 0.23%
+6,520
68
$288K 0.21%
+4,300
69
$279K 0.21%
+1,947
70
$276K 0.2%
+2,988
71
$268K 0.2%
+1,894
72
$247K 0.18%
+2,079
73
$234K 0.17%
+2,063
74
$232K 0.17%
+5,724
75
$225K 0.17%
+1,733
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3
4