Western Sage Equity Fund




Current Positions

Updated: Sunday, June 17, 2018   •   Portfolio Gain: 28.12%

* Grade (GR) is based on the stock’s rating at Portfolio Grader. ETFs are not graded.

GR* Gain Symbol Corporation Sector Dividend Yield Acquired
B +97.58% SHOP Shopify, Inc. Technology 05/05/17
A +92.18% BA Boeing Company Aerospace & Defense $6.84 2.03% 05/08/17
B +56.54% ISRG Intuitive Surgical, Inc. Medical Robots 06/26/17
B +37.76% CAT Caterpillar Inc. Industrials $3.44 2.08% 07/17/17
B +30.92% AAPL Apple, Inc. Technology $2.52 1.44% 04/25/17
B +21.62% RTN Raytheon Corporation Missiles/Defense $3.47 1.56% 07/07/17
B +9.16% AAPL Apple, Inc. Technology $2.52 1.44% 11/03/17
A +8.28% NFLX Netflix, Inc. Media 06/11/18
C +6.09% BAC Bank of America Corp Financials $0.48 1.54% 10/31/17
A +5,.92% AMZN Amazon.com, Inc. Technology 05/30/18
B +4.31% CSCO Cisco Systems, Inc. Technology $1.32 3.07% 01/24/18
D +3.76% T AT&T Telecomm/Media $2.00 6.01% 05/15/18
A +3.13% V Visa, Inc. Financials $0.84 0.64% 05/10/18
B +2.01% FB Facebook, Inc. Technology 06/12/18
-1.94% SPY SPDR S&P 500 Trust ETF $4.39 1.58% 01/30/18
C -3.09% FDX FedEx Industrials $2.00 0.81% 01/22/18

Portfolio Breakdown

Screen Shot 2018-06-05 at 8.52.43 AM

Dividend Percentages

Screen Shot 2018-06-05 at 8.52.43 AM

Top Performing Stocks

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Disclaimer: Stock performance is subject to volatility. Trade at your own risk.




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