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Home > Institutional Investor > Sage Investment Advisers Llc > Profile

Instuitional Investor - Sage Investment Advisers Llc

Fund Profile
Filing Period:
Fund Name: Sage Investment Advisers Llc
Portfolio Value $95,499,079
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 19,971 $10,537,945 11.03%
2.
Visa Inc.
 V 19,990 $5,496,363 5.76%
3.
Ishares Trust
 IAU 92,080 $4,576,376 4.79%
4.
Churchill Downs Inc
 CHDN 26,985 $3,648,642 3.82%
5.
Vanguard Scottsdale Funds
 60,007 $3,541,625 3.71%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)