SIA
Sage Investment Advisers Portfolio holdings
AUM
$95.5M
1-Year Est. Return
30.41%
1 Year Est. Return
+30.41%
AUM
$95.5M
AUM Growth
+$7.06M
(+8%)
Holding
76
Top Buys
| 1 | +$390K | |
| 2 | +$318K | |
| 3 | +$269K | |
| 4 |
AbbVie
ABBV
|
+$257K |
| 5 |
Philip Morris
PM
|
+$255K |
Top Sells
| 1 | +$427K | |
| 2 | +$260K | |
| 3 | +$225K | |
| 4 |
Visa
V
|
+$138K |
| 5 |
Churchill Downs
CHDN
|
+$115K |
Sector Composition
| 1 | Financials | 11.51% |
| 2 | Technology | 10.42% |
| 3 | Industrials | 7.5% |
| 4 | Consumer Discretionary | 5.6% |
| 5 | Energy | 3.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Meta Platforms (Facebook)
META
$1.8T
| – | – |
-516
|
|