SCA
Sage Capital Advisors Portfolio holdings
AUM
$405M
This Quarter Return
+2.54%
1 Year Return
+15.78%
3 Year Return
+63%
5 Year Return
+106.43%
10 Year Return
–
AUM
$384M
AUM Growth
+$384M
(+0.26%)
Cap. Flow
+$766K
Cap. Flow
% of AUM
0.2%
Top 10 Holdings %
Top 10 Hldgs %
39.99%
Holding
149
New
11
Increased
61
Reduced
40
Closed
14
Top Buys
| 1 |
Halliburton
HAL
|
$7.47M |
| 2 |
Palantir
PLTR
|
$5.38M |
| 3 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$916K |
| 4 |
FT Vest US Equity Enhance & Moderate Buffer ETF March
XMAR
|
$669K |
| 5 |
FT Vest US Equity Moderate Buffer ETF April
GAPR
|
$525K |
Top Sells
| 1 |
Dow Inc
DOW
|
$6.66M |
| 2 |
Apple
AAPL
|
$2.42M |
| 3 |
Albemarle
ALB
|
$1.38M |
| 4 |
FT Vest US Equity Enhance & Moderate Buffer ETF December
XDEC
|
$692K |
| 5 |
FT Vest US Equity Enhance & Moderate Buffer ETF January
XJAN
|
$595K |
Sector Composition
| 1 | Technology | 24.13% |
| 2 | Industrials | 13.88% |
| 3 | Consumer Staples | 13.69% |
| 4 | Consumer Discretionary | 8.81% |
| 5 | Communication Services | 6.08% |
