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
$136M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$15.5M
2 +$6.38M
3 +$6.17M
4
JPM icon
JPMorgan Chase
JPM
+$5.5M
5
TUP
Tupperware Brands Corporation
TUP
+$4.47M

Top Sells

No sells this quarter

Sector Composition

1 Industrials 19.48%
2 Healthcare 13.61%
3 Financials 12.24%
4 Technology 11.31%
5 Communication Services 9.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$225K 0.17%
+2,874
77
$219K 0.16%
+1,450
78
$213K 0.16%
+4,592
79
$201K 0.15%
+3,728
80
$200K 0.15%
+1,611
81
$145K 0.11%
+12,328
82
$107K 0.08%
+14,886