SCMF

Sage Capital Management (Florida) Portfolio holdings

AUM $68.7M
1-Year Est. Return 0.92%
This Quarter Est. Return
1 Year Est. Return
-0.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$93.5M
AUM Growth
-$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$753K
2
+$106K

Top Sells

1
+$1.59M
2
+$1.31M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$3.68M 3.94%
78,750
2
$1.15M 1.23%
35,000
3
$963K 1.03%
17,000
4
$753K 0.81%
+15,000
5
$149K 0.16%
219
+156
6
– –
-35,000
7
– –
-74,000