SCM
Sage Capital Management Portfolio holdings
AUM
$208M
This Quarter Return
+0.43%
1 Year Return
+17.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$198M
AUM Growth
+$198M
(-5%)
Cap. Flow
-$9.42M
Cap. Flow
% of AUM
-4.76%
Top 10 Holdings %
Top 10 Hldgs %
35.33%
Holding
165
New
2
Increased
62
Reduced
65
Closed
8
Top Buys
| 1 |
Unum
UNM
|
$213K |
| 2 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$104K |
| 3 |
NVIDIA
NVDA
|
$96.3K |
| 4 |
Nuveen S&P 500 Buy-Write Income Fund
BXMX
|
$67.8K |
| 5 |
CrowdStrike
CRWD
|
$51.4K |
Top Sells
| 1 |
HQH
abrdn Healthcare Investors
HQH
|
$833K |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$723K |
| 3 |
IBM
IBM
|
$578K |
| 4 |
Technology Select Sector SPDR Fund
XLK
|
$417K |
| 5 |
Apple
AAPL
|
$369K |
Sector Composition
| 1 | Technology | 12.43% |
| 2 | Real Estate | 5.65% |
| 3 | Consumer Discretionary | 1.97% |
| 4 | Healthcare | 1.89% |
| 5 | Energy | 1.86% |
