SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+6.68%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$160M
AUM Growth
+$160M
(+12%)
Cap. Flow
+$8.31M
Cap. Flow
% of AUM
5.2%
Top 10 Holdings %
Top 10 Hldgs %
40.56%
Holding
93
New
7
Increased
59
Reduced
8
Closed
7
Top Buys
| 1 |
Invesco
IVZ
|
$3.56M |
| 2 |
Apple
AAPL
|
$2.74M |
| 3 |
Illumina
ILMN
|
$2.14M |
| 4 |
FFHG
Formula Folios Hedged Growth ETF
FFHG
|
$1.05M |
| 5 |
Tyson Foods
TSN
|
$956K |
Top Sells
| 1 |
JPMorgan Chase
JPM
|
$2.02M |
| 2 |
AbbVie
ABBV
|
$1.67M |
| 3 |
Costco
COST
|
$1.46M |
| 4 |
Siren DIVCON Dividend Defender ETF
DFND
|
$1.07M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$750K |
Sector Composition
| 1 | Industrials | 18.1% |
| 2 | Financials | 14.67% |
| 3 | Technology | 12.99% |
| 4 | Consumer Staples | 10.92% |
| 5 | Healthcare | 10.66% |
