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
76
$548K 0.33%
+3,920
77
$522K 0.31%
+3,366
78
$510K 0.31%
+3,005
79
$500K 0.3%
+2,219
80
$485K 0.29%
+2,712
81
$471K 0.28%
+1,867
82
$469K 0.28%
+2,506
83
$466K 0.28%
+8,896
84
$456K 0.27%
+2,300
85
$441K 0.26%
+10,901
86
$439K 0.26%
+10,897
87
$436K 0.26%
+4,932
88
$434K 0.26%
+2,769
89
$420K 0.25%
+7,251
90
$418K 0.25%
+1,681
91
$410K 0.25%
+3,977
92
$404K 0.24%
+1,141
93
$403K 0.24%
+4,261
94
$398K 0.24%
+2,959
95
$395K 0.24%
+13,483
96
$383K 0.23%
+7,026
97
$376K 0.23%
+3,417
98
$374K 0.22%
+3,192
99
$362K 0.22%
+1,525
100
$358K 0.21%
+46,431
2 3
4
5 6