SCA

Sage Capital Advisors Portfolio holdings

AUM $421M
1-Year Est. Return 20.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$405M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$5.79M
2
+$4.55M
3
+$4.31M
4
AMD icon
Advanced Micro Devices
AMD
+$4.29M
5
MRK icon
Merck
MRK
+$4.04M

Top Sells

1
+$6.03M
2
+$5.6M
3
+$4.51M
4
PLTR icon
Palantir
PLTR
+$3.95M
5
CSCO icon
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
1
$30.3M 7.48%
147,766
-4,595
2
$23.3M 5.76%
147,632
-746
3
$21.8M 5.39%
43,884
-56
4
$16.3M 4.01%
74,124
+275
5
$12.6M 3.12%
71,753
+6,992
6
$10.9M 2.69%
17,608
+36
7
$9.7M 2.39%
9,795
+57
8
$8.91M 2.2%
65,331
-28,970
9
$8.65M 2.14%
68,330
-274
10
$8.34M 2.06%
63,148
+675
11
$8.09M 2%
60,056
-613
12
$7.89M 1.95%
34,697
+20,024
13
$7.43M 1.83%
73,564
+1,406
14
$7.34M 1.81%
20,008
+366
15
$7.12M 1.76%
46,599
+1,650
16
$6.72M 1.66%
68,470
+1,002
17
$6.58M 1.62%
136,850
+1,089
18
$6.21M 1.53%
43,338
+917
19
$6.08M 1.5%
115,145
-298
20
$6M 1.48%
138,647
+1,309
21
$5.98M 1.48%
106,831
+2,113
22
$5.94M 1.47%
40,659
+173
23
$5.84M 1.44%
25,098
+109
24
$5.79M 1.43%
+26,497
25
$5.68M 1.4%
278,708
+3,191
1
2 3 4 5