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
101
$354K 0.21%
+1,761
102
$353K 0.21%
+3,264
103
$351K 0.21%
+11,165
104
$330K 0.2%
+6,276
105
$329K 0.2%
+9,446
106
$319K 0.19%
+6,941
107
$316K 0.19%
+24,000
108
$303K 0.18%
+1,780
109
$298K 0.18%
+1,004
110
$293K 0.18%
+8,978
111
$278K 0.17%
+16,010
112
$275K 0.16%
+6,912
113
$273K 0.16%
+1,600
114
$272K 0.16%
+2,440
115
$268K 0.16%
+1,799
116
$265K 0.16%
+19,181
117
$262K 0.16%
+5,978
118
$258K 0.15%
+2,835
119
$247K 0.15%
+1,852
120
$242K 0.14%
+7,596
121
$231K 0.14%
+1,988
122
$225K 0.13%
+5,103
123
$223K 0.13%
+2,451
124
$222K 0.13%
+2,869
125
$222K 0.13%
+20,027
2 3 4
5
6