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
$285M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.27M
3
+$2.04M
4
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$780K
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$634K

Top Sells

1
+$4.37M
2
+$1.57M
3
+$747K
4
NVDA icon
NVIDIA
NVDA
+$713K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$411K

Sector Composition

1 Technology 23.16%
2 Industrials 14.5%
3 Consumer Staples 9.95%
4 Consumer Discretionary 8.52%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.11M 0.39%
3,003
+44
52
$1.09M 0.38%
32,141
-12,075
53
$1.08M 0.38%
17,134
-3
54
$1.06M 0.37%
20,533
+1,032
55
$979K 0.34%
12,939
+2
56
$934K 0.33%
11,273
+37
57
$896K 0.31%
14,344
+40
58
$878K 0.31%
14,770
+37
59
$802K 0.28%
24,848
+4,406
60
$790K 0.28%
9,062
-52
61
$780K 0.27%
+22,727
62
$730K 0.26%
3,313
+2
63
$705K 0.25%
8,463
-7
64
$704K 0.25%
6,176
-14
65
$664K 0.23%
4,085
66
$663K 0.23%
19,642
+1,078
67
$656K 0.23%
20,062
-56
68
$646K 0.23%
12,345
+535
69
$634K 0.22%
+20,610
70
$633K 0.22%
4,765
-55
71
$625K 0.22%
11,082
+3
72
$600K 0.21%
16,537
+575
73
$596K 0.21%
15,273
+5,578
74
$572K 0.2%
2,079
-53
75
$559K 0.2%
7,706
+41
1 2
3
4 5