SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.55M
3
+$4.31M
4
AMD icon
Advanced Micro Devices
AMD
+$4.29M
5
MRK icon
Merck
MRK
+$4.04M

Top Sells

1
+$6.03M
2
+$5.6M
3
+$4.51M
4
PLTR icon
Palantir
PLTR
+$3.95M
5
CSCO icon
Cisco
CSCO
+$947K

Sector Composition

1 Technology 26.3%
2 Industrials 12.2%
3 Consumer Staples 12.01%
4 Consumer Discretionary 8.13%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$884K 0.22%
15,084
-102,881
77
$802K 0.2%
6,016
-421
78
$787K 0.19%
12,683
+38
79
$754K 0.19%
12,595
+102
80
$731K 0.18%
9,756
81
$704K 0.17%
9,796
+3
82
$662K 0.16%
1,502
+5
83
$650K 0.16%
3,662
+3
84
$631K 0.16%
2,175
+149
85
$626K 0.15%
3,247
-67
86
$619K 0.15%
6,921
-239
87
$603K 0.15%
7,588
-2,555
88
$599K 0.15%
3,293
+425
89
$594K 0.15%
12,559
+940
90
$562K 0.14%
13,490
91
$553K 0.14%
11,186
-185
92
$517K 0.13%
3,728
93
$485K 0.12%
5,168
-58
94
$478K 0.12%
10,559
95
$468K 0.12%
5,836
-505
96
$467K 0.12%
1,500
97
$463K 0.11%
17,455
-3,086
98
$452K 0.11%
23,808
+510
99
$449K 0.11%
4,136
-150
100
$423K 0.1%
1,200
2 3
4
5 6