SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
-0.51%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$143M
AUM Growth
+$1.65M
(+1.2%)
Cap. Flow
+$3.08M
Cap. Flow
% of AUM
2.15%
Top 10 Holdings %
Top 10 Hldgs %
40.11%
Holding
94
New
10
Increased
41
Reduced
16
Closed
8
Top Buys
| 1 |
Bristol-Myers Squibb
BMY
|
$3.54M |
| 2 |
AbbVie
ABBV
|
$1.67M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$875K |
| 4 |
iShares TIPS Bond ETF
TIP
|
$638K |
| 5 |
Micron Technology
MU
|
$532K |
Top Sells
| 1 |
United Therapeutics
UTHR
|
$3.04M |
| 2 |
ANDV
Andeavor
ANDV
|
$1.53M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
$652K |
| 4 |
Global X SuperDividend ETF
SDIV
|
$565K |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
$497K |
Sector Composition
| 1 | Industrials | 17.83% |
| 2 | Financials | 14.2% |
| 3 | Consumer Staples | 12.51% |
| 4 | Technology | 10.94% |
| 5 | Healthcare | 10.38% |
