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
$143M
AUM Growth
+$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$3.54M
2
+$1.67M
3
+$875K
4
TIP icon
iShares TIPS Bond ETF
TIP
+$638K
5
MU icon
Micron Technology
MU
+$532K

Top Sells

1
+$3.04M
2
+$1.53M
3
+$652K
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$565K
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$497K

Sector Composition

1 Industrials 17.83%
2 Financials 14.2%
3 Consumer Staples 12.51%
4 Technology 10.94%
5 Healthcare 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$704K 0.49%
13,543
+90
52
$686K 0.48%
6,462
+40
53
$552K 0.39%
82,227
-6,395
54
$535K 0.37%
14,195
-539
55
$532K 0.37%
+10,154
56
$522K 0.36%
16,225
+725
57
$521K 0.36%
9,832
-32
58
$507K 0.35%
9,743
59
$491K 0.34%
12,605
60
$431K 0.3%
8,603
+39
61
$391K 0.27%
5,839
+1,539
62
$390K 0.27%
1,605
+6
63
$359K 0.25%
+4,000
64
$352K 0.25%
+5,008
65
$327K 0.23%
1,681
+200
66
$301K 0.21%
2,960
-100
67
$299K 0.21%
2,079
68
$290K 0.2%
6,750
69
$278K 0.19%
2,004
70
$256K 0.18%
1,049
+26
71
$252K 0.18%
+1,281
72
$251K 0.18%
1,785
+97
73
$243K 0.17%
3,625
+140
74
$242K 0.17%
1,409
+2
75
$241K 0.17%
3,400
1 2
3
4