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SIC
Sage Investment Counsel Portfolio holdings
AUM
$90.1M
1-Year Est. Return
13.19%
This Fund
S&P 500
1 Year Est. Return
+13.19%
AUM
$90.1M
AUM Growth
-$752K
(-0.83%)
Holding
131
Top Buys
| 1 | +$615K | |
| 2 | +$541K | |
| 3 | +$492K | |
| 4 |
SLM Corp
SLM
|
+$309K |
| 5 |
DEA
Easterly Government Properties
DEA
|
+$228K |
Top Sells
| 1 | +$766K | |
| 2 | +$446K | |
| 3 | +$322K | |
| 4 |
SiriusXM
SIRI
|
+$223K |
| 5 |
State Street
STT
|
+$219K |
Sector Composition
| 1 | Financials | 34.07% |
| 2 | Technology | 11.89% |
| 3 | Energy | 9.37% |
| 4 | Industrials | 8.03% |
| 5 | Consumer Discretionary | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
LAC
126
Lithium Americas
LAC
$1.53B
| $39.5K | 0.04% |
10,000
|
|
||
127
SmartRent
SMRT
$218M
| $22.5K | 0.03% |
15,000
|
|
||
128
Ecopetrol
EC
$34.1B
| – | – |
-11,500
|
|
||
129
Nu Holdings
NU
$61.8B
| – | – |
-11,000
|
|
||
|
130
SiriusXM
SIRI
$9.44B
| – | – |
-11,142
|
|
||
|
131
State Street
STT
$46.6B
| – | – |
-1,700
|
|