SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.55M
3
+$4.31M
4
AMD icon
Advanced Micro Devices
AMD
+$4.29M
5
MRK icon
Merck
MRK
+$4.04M

Top Sells

1
+$6.03M
2
+$5.6M
3
+$4.51M
4
PLTR icon
Palantir
PLTR
+$3.95M
5
CSCO icon
Cisco
CSCO
+$947K

Sector Composition

1 Technology 26.3%
2 Industrials 12.2%
3 Consumer Staples 12.01%
4 Consumer Discretionary 8.13%
5 Healthcare 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$422K 0.1%
2,000
102
$415K 0.1%
8,599
-58
103
$411K 0.1%
33,586
-5,853
104
$404K 0.1%
9,050
105
$400K 0.1%
7,636
-474
106
$389K 0.1%
17,908
-1,804
107
$384K 0.09%
2,888
+27
108
$381K 0.09%
5,020
+3
109
$371K 0.09%
1,169
+143
110
$371K 0.09%
4,413
111
$356K 0.09%
2,890
+438
112
$346K 0.09%
3,191
-307
113
$339K 0.08%
21,900
-1,265
114
$337K 0.08%
41,989
-4,074
115
$336K 0.08%
6,500
-88
116
$326K 0.08%
47,861
-4,538
117
$324K 0.08%
7,757
118
$318K 0.08%
715
+114
119
$313K 0.08%
19,244
-1,927
120
$302K 0.07%
9,413
121
$301K 0.07%
3,282
+457
122
$287K 0.07%
12,132
123
$284K 0.07%
66,244
-5,252
124
$284K 0.07%
37,038
-1,150
125
$278K 0.07%
6,175
-1,200
2 3 4
5
6