SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+12.65%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(+24%)
Cap. Flow
+$16.2M
Cap. Flow
% of AUM
7.99%
Top 10 Holdings %
Top 10 Hldgs %
40%
Holding
117
New
18
Increased
53
Reduced
31
Closed
11
Top Buys
| 1 |
Etsy
ETSY
|
$4.64M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$4.31M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$3.26M |
| 4 |
Home Depot
HD
|
$2.58M |
| 5 |
Alibaba
BABA
|
$2.25M |
Top Sells
| 1 |
LyondellBasell Industries
LYB
|
$2.99M |
| 2 |
TE Connectivity
TEL
|
$2.77M |
| 3 |
Walt Disney
DIS
|
$1.84M |
| 4 |
NVIDIA
NVDA
|
$1.75M |
| 5 |
Qualcomm
QCOM
|
$890K |
Sector Composition
| 1 | Technology | 23.4% |
| 2 | Industrials | 14.25% |
| 3 | Healthcare | 13.24% |
| 4 | Consumer Discretionary | 11.57% |
| 5 | Consumer Staples | 6.47% |
