SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+9.33%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$345M
AUM Growth
+$345M
(+11%)
Cap. Flow
+$13.3M
Cap. Flow
% of AUM
3.85%
Top 10 Holdings %
Top 10 Hldgs %
37.51%
Holding
141
New
13
Increased
72
Reduced
24
Closed
9
Top Buys
| 1 |
Honeywell
HON
|
$3.77M |
| 2 |
Air Products & Chemicals
APD
|
$3.54M |
| 3 |
United Parcel Service
UPS
|
$3.53M |
| 4 |
Northrop Grumman
NOC
|
$3.47M |
| 5 |
Lockheed Martin
LMT
|
$3.39M |
Top Sells
| 1 |
Visa
V
|
$4.12M |
| 2 |
Union Pacific
UNP
|
$2.84M |
| 3 |
3M
MMM
|
$2.33M |
| 4 |
FT Vest US Equity Deep Buffer ETF March
DMAR
|
$1.04M |
| 5 |
FT Vest US Equity Deep Buffer ETF May
DMAY
|
$846K |
Sector Composition
| 1 | Technology | 22.24% |
| 2 | Industrials | 16.53% |
| 3 | Consumer Staples | 9.53% |
| 4 | Consumer Discretionary | 9.19% |
| 5 | Communication Services | 5.67% |
