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
$245M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$2.8M
2
+$2.7M
3
+$2.28M
4
NVDA icon
NVIDIA
NVDA
+$2.2M
5
VTV icon
Vanguard Value ETF
VTV
+$1.9M

Top Sells

1
+$4.73M
2
+$2.81M
3
+$2.68M
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$1.66M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.64M

Sector Composition

1 Technology 21.21%
2 Industrials 14.25%
3 Healthcare 12.53%
4 Consumer Staples 9.99%
5 Consumer Discretionary 9.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$444K 0.18%
1,071
+1
77
$422K 0.17%
3,728
78
$419K 0.17%
16,251
+176
79
$419K 0.17%
2,601
+57
80
$386K 0.16%
10,556
-5,874
81
$369K 0.15%
1,175
+26
82
$367K 0.15%
3,197
+42
83
$356K 0.15%
3,493
-602
84
$352K 0.14%
880
+113
85
$351K 0.14%
749
86
$337K 0.14%
4,152
-3,334
87
$325K 0.13%
3,561
+88
88
$319K 0.13%
2,677
+2
89
$293K 0.12%
+1,943
90
$290K 0.12%
29,085
+2,196
91
$288K 0.12%
+6,277
92
$288K 0.12%
2,237
+226
93
$281K 0.11%
6,986
-4,350
94
$273K 0.11%
11,926
+996
95
$262K 0.11%
7,617
+297
96
$259K 0.11%
9,532
+302
97
$257K 0.1%
670
98
$250K 0.1%
+11,383
99
$231K 0.09%
3,040
+3
100
$226K 0.09%
+1,327
1 2 3
4
5