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
$122M
AUM Growth
-$35.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$1.9M
3
+$1.82M
4
AVGO icon
Broadcom
AVGO
+$1.78M
5
LMT icon
Lockheed Martin
LMT
+$1.76M

Top Sells

1
+$3.14M
2
+$2.45M
3
+$2.4M
4
WFC icon
Wells Fargo
WFC
+$2.38M
5
IVZ icon
Invesco
IVZ
+$2.11M

Sector Composition

1 Technology 24.51%
2 Healthcare 13.85%
3 Industrials 13.62%
4 Communication Services 9.12%
5 Consumer Staples 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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115
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5