SF
SageOak Financial Portfolio holdings
AUM
$125M
This Quarter Return
-2.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$109M
AUM Growth
–
Cap. Flow
+$109M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
77.18%
Holding
45
New
45
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 2.67% |
| 2 | Materials | 2.27% |
| 3 | Industrials | 0.99% |
| 4 | Utilities | 0.59% |
| 5 | Consumer Staples | 0.36% |
