SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+7.96%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$405M
AUM Growth
+$405M
(+6.2%)
Cap. Flow
+$6.69M
Cap. Flow
% of AUM
1.65%
Top 10 Holdings %
Top 10 Hldgs %
37.24%
Holding
136
New
5
Increased
64
Reduced
42
Closed
3
Top Buys
| 1 |
Oracle
ORCL
|
$5.79M |
| 2 |
FedEx
FDX
|
$4.55M |
| 3 |
ServiceNow
NOW
|
$4.31M |
| 4 |
Advanced Micro Devices
AMD
|
$4.29M |
| 5 |
Merck
MRK
|
$4.04M |
Top Sells
| 1 |
Altria Group
MO
|
$6.03M |
| 2 |
AT&T
T
|
$5.6M |
| 3 |
DFS
Discover Financial Services
DFS
|
$4.51M |
| 4 |
Palantir
PLTR
|
$3.95M |
| 5 |
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% |
