SCM
Sage Capital Management Portfolio holdings
AUM
$208M
1-Year Return
17.45%
This Quarter Return
+7.46%
1 Year Return
+17.45%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$208M
AUM Growth
+$18.1M
(+9.5%)
Cap. Flow
+$5.11M
Cap. Flow
% of AUM
2.45%
Top 10 Holdings %
Top 10 Hldgs %
34%
Holding
171
New
17
Increased
96
Reduced
28
Closed
8
Top Buys
| 1 |
Otis Worldwide
OTIS
|
$2.01M |
| 2 |
Invesco QQQ Trust
QQQ
|
$820K |
| 3 |
Strive 500 ETF
STRV
|
$581K |
| 4 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
$553K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$490K |
Top Sells
Sector Composition
| 1 | Technology | 11.61% |
| 2 | Real Estate | 6.1% |
| 3 | Healthcare | 2.17% |
| 4 | Energy | 1.87% |
| 5 | Financials | 1.72% |
