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
$272M
AUM Growth
-$12.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$6.45M
2 +$572K
3 +$274K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$226K
5
IWR icon
iShares Russell Mid-Cap ETF
IWR
+$154K

Top Sells

1 +$3.52M
2 +$3.07M
3 +$461K
4
WBD icon
Warner Bros
WBD
+$431K
5
DAUG icon
FT Vest US Equity Deep Buffer ETF August
DAUG
+$319K

Sector Composition

1 Technology 22.27%
2 Industrials 14.32%
3 Consumer Discretionary 8.84%
4 Consumer Staples 8.68%
5 Communication Services 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,534
127
-2,564