SCA
Sage Capital Advisors Portfolio holdings
AUM
$421M
1-Year Est. Return
18.63%
1 Year Est. Return
+18.63%
AUM
$421M
AUM Growth
+$15.4M
(+3.8%)
Holding
140
Top Buys
| 1 | +$4.74M | |
| 2 | +$2.09M | |
| 3 | +$2.01M | |
| 4 |
FT Vest US Equity Deep Buffer ETF August
DAUG
|
+$2.01M |
| 5 |
Zimmer Biomet
ZBH
|
+$906K |
Top Sells
| 1 | +$8.24M | |
| 2 | +$4.41M | |
| 3 | +$3.24M | |
| 4 |
Costco
COST
|
+$3.17M |
| 5 |
FT Vest US Equity Deep Buffer ETF February
DFEB
|
+$2.08M |
Sector Composition
| 1 | Technology | 25.96% |
| 2 | Consumer Staples | 11.13% |
| 3 | Industrials | 11.05% |
| 4 | Consumer Discretionary | 7.93% |
| 5 | Communication Services | 7.35% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OXLC
126
Oxford Lane Capital
OXLC
$1.5B
| $236K | 0.06% |
13,948
+760
|
|
||
127
FT Vest US Equity Deep Buffer ETF June
DJUN
$283M
| $231K | 0.06% |
4,975
-1,200
|
|
||
128
FT Vest US Equity Buffer ETF February
FFEB
$1.13B
| $227K | 0.05% |
4,121
-36,500
|
|
||
129
Vanguard Total International Stock ETF
VXUS
$108B
| $205K | 0.05% |
+2,787
|
|
||
130
Medical Properties Trust
MPW
$3.11B
| $159K | 0.04% |
31,282
+815
|
|
||
131
Schwab US Dividend Equity ETF
SCHD
$69.9B
| – | – |
-17,455
|
|
||
132
Novo Nordisk
NVO
$220B
| – | – |
-46,999
|
|
||
133
FT Vest US Equity Moderate Buffer ETF February
GFEB
$358M
| – | – |
-52,582
|
|
||
134
Exelon
EXC
$46.6B
| – | – |
-5,000
|
|
||
|
135
FT Vest US Equity Deep Buffer ETF February
DFEB
$411M
| – | – |
-46,536
|
|
||
136
Carlisle Companies
CSL
$13.6B
| – | – |
-5,000
|
|
||
137
Cisco
CSCO
$288B
| – | – |
-13,650
|
|
||
138
Canadian National Railway
CNI
$59.9B
| – | – |
-11,133
|
|
||
139
Conagra Brands
CAG
$8.22B
| – | – |
-10,000
|
|