Portfolio (Quarterly)
Guide ↗
Sage Capital Advisors,llc
· CIK 0001714107| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | NOW | SERVICENOW INC | Technology | 21,097 | $3.2M | 0.77% | SOLD |
| 2 | HSY | HERSHEY CO | Consumer Defensive | 17,654 | $3.2M | 0.76% | SOLD |
| 3 | GPN | GLOBAL PMTS INC | Industrials | 27,699 | $2.1M | 0.51% | SOLD |
| 4 | PYPL | PAYPAL HLDGS INC | Financial Services | 22,776 | $1.3M | 0.32% | SOLD |
| 5 | IWP | ISHARES TR | — | 3,736 | $512K | 0.12% | SOLD |
| 6 | XLC | SELECT SECTOR SPDR TR | — | 3,191 | $376K | 0.09% | SOLD |
| 7 | MKC | MCCORMICK & CO INC | Consumer Defensive | 3,891 | $265K | 0.06% | SOLD |
| 8 | OXLC | OXFORD LANE CAP CORP | Financial Services | 15,167 | $222K | 0.05% | SOLD |
Sector Allocation
Technology
25.1%
Industrials
15.9%
Consumer Defensive
13.3%
Healthcare
10.2%
Communication Services
10.1%
Consumer Cyclical
7.7%
Energy
6.9%
Financial Services
6.8%
Basic Materials
4.0%