Diana Blair
@Sage Capital Advisors,llc
Latest period2024 - Q4ReportedManaged Assets$384.392MTotal holdings135
Assets growth rate0.33%Assets growth rate (2-Q avg)5.18%Continuous growth in asset value5 quarters
Portfolio positions
This chart displays the top 10 holdings in Sage Capital Advisors,llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 135 positions.
Assets under management
The assets under management (AUM) of Sage Capital Advisors,llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 384.392M in assets, with a quarterly growth rate of 0.33% and a 2-quarter average growth rate of 5.18%. The portfolio is managed by Diana Blair, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MPWMedical Pptys Trust Inc
| 0.02% | $76,630 19,400 shares@ $3.95 avg price | New Position |