SCM
Sage Capital Management Portfolio holdings
AUM
$208M
This Quarter Return
+12.28%
1 Year Return
+17.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+13%)
Cap. Flow
+$5.14M
Cap. Flow
% of AUM
2.48%
Top 10 Holdings %
Top 10 Hldgs %
35.9%
Holding
161
New
9
Increased
82
Reduced
40
Closed
4
Top Buys
| 1 |
Defiance Quantum ETF
QTUM
|
$3.21M |
| 2 |
CrowdStrike
CRWD
|
$905K |
| 3 |
NVIDIA
NVDA
|
$569K |
| 4 |
Advanced Micro Devices
AMD
|
$479K |
| 5 |
Palantir
PLTR
|
$300K |
Top Sells
| 1 |
Gilead Sciences
GILD
|
$273K |
| 2 |
Williams Companies
WMB
|
$233K |
| 3 |
ConocoPhillips
COP
|
$215K |
| 4 |
ProShares Ultra MidCap400
MVV
|
$215K |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$194K |
Sector Composition
| 1 | Technology | 12.39% |
| 2 | Real Estate | 5.35% |
| 3 | Financials | 1.82% |
| 4 | Consumer Discretionary | 1.66% |
| 5 | Industrials | 1.58% |
