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
$227M
AUM Growth
+$30.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$1.58M
2 +$1.46M
3 +$1.29M
4
QCOM icon
Qualcomm
QCOM
+$1.18M
5
WBA
Walgreens Boots Alliance
WBA
+$1.09M

Top Sells

1 +$912K
2 +$592K
3 +$549K
4
ADBE icon
Adobe
ADBE
+$273K
5
FOCT icon
FT Vest US Equity Buffer ETF October
FOCT
+$243K

Sector Composition

1 Technology 19.57%
2 Industrials 16.53%
3 Consumer Staples 9.01%
4 Healthcare 7.62%
5 Consumer Discretionary 6.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$132K 0.06%
10,800
127
$4.91K ﹤0.01%
5
128
-915
129
-7,874
130
-7,560
131
-19,968
132
-18,417