SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 18.63%
This Quarter Est. Return
1 Year Est. Return
+18.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$6.94M
2 +$950K
3 +$672K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$607K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$602K

Sector Composition

1 Technology 21.78%
2 Industrials 14.67%
3 Consumer Staples 8.56%
4 Consumer Discretionary 7.38%
5 Healthcare 7.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-13,552
127
-12,860
128
-10,232
129
-11,265