SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
-14.62%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$133M
AUM Growth
+$133M
(-17%)
Cap. Flow
-$4.26M
Cap. Flow
% of AUM
-3.21%
Top 10 Holdings %
Top 10 Hldgs %
40.76%
Holding
94
New
8
Increased
38
Reduced
28
Closed
12
Top Buys
| 1 |
LyondellBasell Industries
LYB
|
$1.6M |
| 2 |
NVIDIA
NVDA
|
$1.47M |
| 3 |
Apple
AAPL
|
$1.3M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$757K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$744K |
Top Sells
| 1 |
Visa
V
|
$2.05M |
| 2 |
Verizon
VZ
|
$1.11M |
| 3 |
FFHG
Formula Folios Hedged Growth ETF
FFHG
|
$1.05M |
| 4 |
Johnson & Johnson
JNJ
|
$1.04M |
| 5 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$880K |
Sector Composition
| 1 | Industrials | 18.79% |
| 2 | Technology | 13.82% |
| 3 | Financials | 12.34% |
| 4 | Consumer Staples | 11.54% |
| 5 | Healthcare | 9.87% |
