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
$144M
AUM Growth
-$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.42M
3 +$1.31M
4
DIV icon
Global X SuperDividend US ETF
DIV
+$1.25M
5
IAU icon
iShares Gold Trust
IAU
+$413K

Top Sells

1 +$3.83M
2 +$2.6M
3 +$2.26M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.32M
5
IBB icon
iShares Biotechnology ETF
IBB
+$1.03M

Sector Composition

1 Industrials 17.68%
2 Technology 17.08%
3 Financials 13.97%
4 Healthcare 12.13%
5 Communication Services 8.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-10,123