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

Top Buys

1 +$2.26M
2 +$1.58M
3 +$1.55M
4
RTX icon
RTX Corp
RTX
+$1.42M
5
ABBV icon
AbbVie
ABBV
+$1.34M

Top Sells

1 +$2.83M
2 +$1.97M
3 +$1.62M
4
OC icon
Owens Corning
OC
+$1.62M
5
UPS icon
United Parcel Service
UPS
+$1.55M

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
-13,931
102
-12,794
103
-28,998
104
-12,855
105
-6,295