Portfolio (Quarterly)
Guide ↗
Sage Capital Advisors,llc
· CIK 0001714107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | HON | HONEYWELL INTL INC | Industrials | 25,093 | $5.7M | 1.31% | SOLD |
| 2 | ITW | ILLINOIS TOOL WKS INC | Industrials | 21,694 | $5.6M | 1.31% | SOLD |
| 3 | ADBE | ADOBE INC | Technology | 6,016 | $1.5M | 0.34% | SOLD |
| 4 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 11,703 | $1.1M | 0.24% | SOLD |
| 5 | BUCK | SIMPLIFY EXCHANGE TRADED FUN | — | 12,132 | $285K | 0.07% | SOLD |
| 6 | DJAN | FIRST TR EXCHNG TRADED FD VI | — | 5,236 | $223K | 0.05% | SOLD |
Sector Allocation
Technology
32.0%
Industrials
13.3%
Consumer Defensive
10.4%
Communication Services
10.0%
Healthcare
9.8%
Consumer Cyclical
8.0%
Financial Services
7.4%
Energy
5.7%
Basic Materials
3.4%