SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
1-Year Return
15.78%
This Quarter Return
+4.84%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$348M
AUM Growth
+$3.3M
(+0.96%)
Cap. Flow
-$9.52M
Cap. Flow
% of AUM
-2.73%
Top 10 Holdings %
Top 10 Hldgs %
40.96%
Holding
141
New
9
Increased
70
Reduced
28
Closed
7
Top Buys
| 1 |
J.M. Smucker
SJM
|
$3.57M |
| 2 |
Hershey
HSY
|
$3.34M |
| 3 |
Dow Inc
DOW
|
$1.13M |
| 4 |
Lockheed Martin
LMT
|
$751K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF October
XOCT
|
$634K |
Top Sells
| 1 |
Qualcomm
QCOM
|
$7.1M |
| 2 |
FedEx
FDX
|
$4.3M |
| 3 |
Visa
V
|
$3.67M |
| 4 |
Pathward Financial
CASH
|
$2.07M |
| 5 |
General Dynamics
GD
|
$1.46M |
Sector Composition
| 1 | Technology | 24.2% |
| 2 | Industrials | 14.33% |
| 3 | Consumer Staples | 11.3% |
| 4 | Consumer Discretionary | 9.09% |
| 5 | Communication Services | 6.32% |
