SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 20.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$3.74M
2
+$3.48M
3
+$3.25M
4
STT icon
State Street
STT
+$1.86M
5
CAH icon
Cardinal Health
CAH
+$1.63M

Top Sells

1
+$2.6M
2
+$1.58M
3
+$1.24M
4
ALTY icon
Global X Alternative Income ETF
ALTY
+$814K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$481K

Sector Composition

1 Technology 18.26%
2 Financials 15.17%
3 Industrials 12.32%
4 Healthcare 12.26%
5 Communication Services 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-4,249
102
– –
-6,779
103
– –
-1,805
1 2 3 4
5