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
$203M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.31M
3
+$3.26M
4
HD icon
Home Depot
HD
+$2.58M
5
BABA icon
Alibaba
BABA
+$2.25M

Top Sells

1
+$2.99M
2
+$2.77M
3
+$1.84M
4
NVDA icon
NVIDIA
NVDA
+$1.75M
5
QCOM icon
Qualcomm
QCOM
+$890K

Sector Composition

1 Technology 23.4%
2 Industrials 14.25%
3 Healthcare 13.24%
4 Consumer Discretionary 11.57%
5 Consumer Staples 6.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$390K 0.19%
1,866
-51
77
$389K 0.19%
22,830
-10,822
78
$369K 0.18%
1,038
+38
79
$368K 0.18%
3,650
-97
80
$361K 0.18%
2,564
+61
81
$344K 0.17%
+2,818
82
$335K 0.17%
1,182
-330
83
$321K 0.16%
3,461
+676
84
$320K 0.16%
+7,577
85
$311K 0.15%
12,500
+1,413
86
$307K 0.15%
628
-42
87
$288K 0.14%
1,138
+36
88
$272K 0.13%
766
+2
89
$271K 0.13%
2,620
+115
90
$270K 0.13%
+4,658
91
$258K 0.13%
+6,435
92
$256K 0.13%
1,938
-954
93
$242K 0.12%
6,361
-6,371
94
$238K 0.12%
10,632
-1,253
95
$238K 0.12%
+2,865
96
$235K 0.12%
2,699
+170
97
$227K 0.11%
670
98
$224K 0.11%
23,318
-2,092
99
$206K 0.1%
+9,216
100
$206K 0.1%
+2,852
1 2 3
4
5