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
$383M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1 +$7.55M
2 +$5.6M
3 +$3.97M
4
SW
Smurfit Westrock
SW
+$3.93M
5
CNI icon
Canadian National Railway
CNI
+$1.3M

Sector Composition

1 Technology 22.23%
2 Consumer Staples 14.96%
3 Industrials 14.93%
4 Consumer Discretionary 8.01%
5 Communication Services 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-11,121
152
-13,742
153
-37,893