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
$132M
AUM Growth
-$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Sells

1 +$3.38M
2 +$2.47M
3 +$1.73M
4
SDIV icon
Global X SuperDividend ETF
SDIV
+$1.36M
5
DIV icon
Global X SuperDividend US ETF
DIV
+$1.25M

Sector Composition

1 Technology 18.45%
2 Financials 14.71%
3 Industrials 13.78%
4 Healthcare 12.71%
5 Communication Services 7.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-39,362