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
$190M
AUM Growth
+$6.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$999K
2
+$557K
3
+$547K
4
STRV icon
Strive 500 ETF
STRV
+$376K
5
ARM icon
Arm
ARM
+$339K

Top Sells

1
+$585K
2
+$228K
3
+$225K
4
JEF icon
Jefferies Financial Group
JEF
+$222K
5
SHOP icon
Shopify
SHOP
+$204K

Sector Composition

1 Technology 11.5%
2 Real Estate 5.69%
3 Healthcare 2.08%
4 Energy 1.99%
5 Consumer Staples 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$45.8K 0.02%
3,500
152
$43K 0.02%
16,750
153
$35.5K 0.02%
23,500
154
$8.94K ﹤0.01%
650
155
– –
-895
156
– –
-11,444
157
– –
-5,180
158
– –
-2,640
3 4 5 6
7