SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
-11.99%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$209M
AUM Growth
+$209M
(-15%)
Cap. Flow
-$3.62M
Cap. Flow
% of AUM
-1.73%
Top 10 Holdings %
Top 10 Hldgs %
41.27%
Holding
118
New
10
Increased
50
Reduced
31
Closed
12
Top Buys
| 1 |
Amazon
AMZN
|
$3.54M |
| 2 |
Albemarle
ALB
|
$2.06M |
| 3 |
Stanley Black & Decker
SWK
|
$1.9M |
| 4 |
DISCK
Discovery, Inc. Series C Common Stock
DISCK
|
$588K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$547K |
Top Sells
| 1 |
Bristol-Myers Squibb
BMY
|
$4.64M |
| 2 |
Invesco DB US Dollar Index Bullish Fund
UUP
|
$3.77M |
| 3 |
iShares US Transportation ETF
IYT
|
$808K |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$770K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$769K |
Sector Composition
| 1 | Technology | 21.15% |
| 2 | Industrials | 15.79% |
| 3 | Consumer Staples | 12.76% |
| 4 | Consumer Discretionary | 7.53% |
| 5 | Healthcare | 7.41% |
