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
$164M
AUM Growth
+$8.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$2.26M
2
+$1.57M
3
+$1.52M
4
RTX icon
RTX Corp
RTX
+$1.51M
5
ABBV icon
AbbVie
ABBV
+$1.44M

Top Sells

1
+$2.57M
2
+$1.97M
3
+$1.62M
4
UPS icon
United Parcel Service
UPS
+$1.55M
5
AAPL icon
Apple
AAPL
+$1.53M

Sector Composition

1 Technology 26.7%
2 Industrials 14.33%
3 Healthcare 12.04%
4 Communication Services 7.83%
5 Consumer Staples 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-28,998
102
– –
-6,295
103
– –
-12,794
104
– –
-13,931
105
– –
-24,970
1 2 3 4
5