SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$285M
AUM Growth
+$22.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.27M
3
+$2.04M
4
DMAY icon
FT Vest US Equity Deep Buffer ETF May
DMAY
+$780K
5
DAPR icon
FT Vest US Equity Deep Buffer ETF April
DAPR
+$634K

Top Sells

1
+$4.37M
2
+$1.57M
3
+$747K
4
NVDA icon
NVIDIA
NVDA
+$713K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$411K

Sector Composition

1 Technology 23.16%
2 Industrials 14.5%
3 Consumer Staples 9.95%
4 Consumer Discretionary 8.52%
5 Healthcare 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-8,930
127
– –
-6,574
128
– –
-6,923
129
– –
-7,073
130
– –
-14,533
131
– –
-52,931
132
– –
-10,000
2 3 4 5
6