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
$184M
AUM Growth
+$17.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Sells

1 +$1.71M
2 +$269K
3 +$225K
4
PFE icon
Pfizer
PFE
+$166K
5
HFRO
Highland Opportunities and Income Fund
HFRO
+$162K

Sector Composition

1 Technology 9.63%
2 Real Estate 5.92%
3 Energy 2.03%
4 Consumer Discretionary 1.92%
5 Financials 1.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$34.5K 0.02%
23,500
+6,000
152
$11.6K 0.01%
650
153
-5,103