SCA
Sage Capital Advisors Portfolio holdings
AUM
$421M
1-Year Est. Return
18.63%
1 Year Est. Return
+18.63%
AUM
$405M
AUM Growth
+$23.7M
(+6.2%)
Holding
136
Top Buys
| 1 | +$5.79M | |
| 2 | +$4.55M | |
| 3 | +$4.31M | |
| 4 |
Advanced Micro Devices
AMD
|
+$4.29M |
| 5 |
Merck
MRK
|
+$4.04M |
Top Sells
| 1 | +$6.03M | |
| 2 | +$5.6M | |
| 3 | +$4.51M | |
| 4 |
Palantir
PLTR
|
+$3.95M |
| 5 |
Cisco
CSCO
|
+$947K |
Sector Composition
| 1 | Technology | 26.3% |
| 2 | Industrials | 12.2% |
| 3 | Consumer Staples | 12.01% |
| 4 | Consumer Discretionary | 8.13% |
| 5 | Healthcare | 5.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OXLC
126
Oxford Lane Capital
OXLC
$1.5B
| $277K | 0.07% |
13,188
-545
|
|
||
127
Vanguard Value ETF
VTV
$147B
| $249K | 0.06% |
1,409
|
|
||
128
iShares Select U.S. REIT ETF
ICF
$1.89B
| $234K | 0.06% |
3,830
+5
|
|
||
129
Vanguard Total World Stock ETF
VT
$55.2B
| $232K | 0.06% |
1,805
+4
|
|
||
130
Monster Beverage
MNST
$65.3B
| $227K | 0.06% |
+3,622
|
|
||
131
Exelon
EXC
$46.6B
| $217K | 0.05% |
5,000
|
|
||
132
Conagra Brands
CAG
$8.22B
| $205K | 0.05% |
10,000
|
|
||
133
Medical Properties Trust
MPW
$3.11B
| $131K | 0.03% |
30,467
+11,143
|
|
||
134
AT&T
T
$176B
| – | – |
-197,917
|
|
||
135
Devon Energy
DVN
$20.6B
| – | – |
-5,999
|
|
||
|
DFS
136
DELISTED
Discover Financial Services
DFS
| – | – |
-26,447
|
|