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
$157M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.58M
3
+$3.49M
4
STT icon
State Street
STT
+$2.09M
5
CAH icon
Cardinal Health
CAH
+$1.6M

Top Sells

1
+$2.78M
2
+$1.58M
3
+$1.42M
4
ALTY icon
Global X Alternative Income ETF
ALTY
+$815K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$481K

Sector Composition

1 Technology 18.26%
2 Financials 15.17%
3 Industrials 12.32%
4 Healthcare 12.26%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$320K 0.2%
7,128
-76
77
$320K 0.2%
+2,460
78
$318K 0.2%
10,343
+151
79
$317K 0.2%
5,772
+7
80
$289K 0.18%
3,552
-42
81
$284K 0.18%
3,728
82
$280K 0.18%
3,500
83
$278K 0.18%
948
+21
84
$256K 0.16%
2,200
+34
85
$244K 0.15%
2,405
+38
86
$235K 0.15%
23,462
+139
87
$233K 0.15%
36,126
+3,184
88
$221K 0.14%
747
+3
89
$220K 0.14%
+1,044
90
$219K 0.14%
+2,153
91
$219K 0.14%
10,111
+25
92
$217K 0.14%
2,874
93
$204K 0.13%
2,316
+37
94
$200K 0.13%
+3,333
95
$196K 0.12%
11,954
+247
96
$179K 0.11%
13,150
+187
97
$99K 0.06%
+10,200
98
$91K 0.06%
13,478
+320
99
$24K 0.02%
27,462
+2,000
100
$10K 0.01%
63
+10
1 2 3
4
5