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
$203M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.31M
3
+$3.26M
4
HD icon
Home Depot
HD
+$2.58M
5
BABA icon
Alibaba
BABA
+$2.25M

Top Sells

1
+$2.99M
2
+$2.77M
3
+$1.84M
4
NVDA icon
NVIDIA
NVDA
+$1.75M
5
QCOM icon
Qualcomm
QCOM
+$890K

Sector Composition

1 Technology 23.4%
2 Industrials 14.25%
3 Healthcare 13.24%
4 Consumer Discretionary 11.57%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$764K 0.38%
6,614
+2,011
52
$758K 0.37%
15,863
-13,859
53
$755K 0.37%
13,496
-104
54
$696K 0.34%
11,598
+3,201
55
$678K 0.33%
7,658
+2,106
56
$637K 0.31%
11,715
-3,799
57
$627K 0.31%
+8,449
58
$626K 0.31%
+5,358
59
$626K 0.31%
4,435
60
$588K 0.29%
3,445
+1,122
61
$578K 0.28%
2,846
-1,237
62
$569K 0.28%
9,903
+1,459
63
$568K 0.28%
2,268
+189
64
$555K 0.27%
11,355
-1,260
65
$528K 0.26%
7,486
+3,180
66
$507K 0.25%
16,429
+6,445
67
$502K 0.25%
+14,974
68
$489K 0.24%
10,559
69
$481K 0.24%
1,549
-237
70
$477K 0.24%
1,789
-75
71
$464K 0.23%
7,117
+3,635
72
$458K 0.23%
21,359
-8,619
73
$457K 0.23%
4,474
-104
74
$401K 0.2%
3,728
75
$397K 0.2%
3,110
+1,085
1 2
3
4 5