SCM

Sage Capital Management Portfolio holdings

AUM $222M
1-Year Est. Return 16.71%
This Quarter Est. Return
1 Year Est. Return
+16.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$167M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$7.86M
2
+$7.1M
3
+$6.99M
4
XLK icon
Technology Select Sector SPDR Fund
XLK
+$6.38M
5
AAPL icon
Apple
AAPL
+$5.49M

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.85%
2 Real Estate 6.24%
3 Consumer Discretionary 2.85%
4 Energy 1.97%
5 Financials 1.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$889K 0.53%
+4,683
52
$868K 0.52%
+22,103
53
$849K 0.51%
+12,732
54
$848K 0.51%
+13,390
55
$842K 0.5%
+1,762
56
$831K 0.5%
+2,204
57
$778K 0.47%
+1,179
58
$770K 0.46%
+5,253
59
$768K 0.46%
+24,628
60
$746K 0.45%
+7,874
61
$733K 0.44%
+14,393
62
$709K 0.42%
+19,426
63
$705K 0.42%
+10,038
64
$676K 0.4%
+4,350
65
$652K 0.39%
+13,357
66
$648K 0.39%
+33,291
67
$633K 0.38%
+1,087
68
$632K 0.38%
+11,040
69
$624K 0.37%
+7,678
70
$619K 0.37%
+1,786
71
$590K 0.35%
+20,479
72
$581K 0.35%
+3,409
73
$566K 0.34%
+17,611
74
$562K 0.34%
+45,905
75
$558K 0.33%
+10,342
1 2
3
4 5