SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.55M
3
+$4.31M
4
AMD icon
Advanced Micro Devices
AMD
+$4.29M
5
MRK icon
Merck
MRK
+$4.04M

Top Sells

1
+$6.03M
2
+$5.6M
3
+$4.51M
4
PLTR icon
Palantir
PLTR
+$3.95M
5
CSCO icon
Cisco
CSCO
+$947K

Sector Composition

1 Technology 26.3%
2 Industrials 12.2%
3 Consumer Staples 12.01%
4 Consumer Discretionary 8.13%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.51%
46,536
+3,757
52
$2.05M 0.51%
52,582
+4,377
53
$2.04M 0.5%
+98,861
54
$2.04M 0.5%
64,137
+5,278
55
$1.94M 0.48%
23,925
-6,078
56
$1.92M 0.47%
33,631
-534
57
$1.91M 0.47%
8,842
58
$1.87M 0.46%
5,000
59
$1.71M 0.42%
23,067
+954
60
$1.71M 0.42%
20,148
+25
61
$1.66M 0.41%
17,999
+75
62
$1.52M 0.38%
20,697
+20
63
$1.49M 0.37%
2,694
64
$1.38M 0.34%
1,871
+64
65
$1.33M 0.33%
8,751
66
$1.16M 0.29%
11,133
+10
67
$1.11M 0.27%
5,413
68
$1.11M 0.27%
3,642
-87
69
$1.08M 0.27%
15,820
+38
70
$1.06M 0.26%
13,640
71
$1.03M 0.25%
12,925
+3
72
$999K 0.25%
500
73
$993K 0.25%
22,614
-388
74
$947K 0.23%
13,650
-13,649
75
$917K 0.23%
2,584
+85
1 2
3
4 5