Western Sage Equity Fund




Current Positions

Updated: Wednesday, April 18, 2018 .:. Portfolio Gain: 23.04%

Gain Symbol Corporation Sector Dividend %Yield Status*
+23.64% AAPL Apple, Inc. Technology $2.52 1.44% Moderate Buy
+3.09% AAPL Apple, Inc. Technology $2.52 1.44% Moderate Buy
+83.08% BA Boeing Company Aerospace & Defense $6.84 2.03% Moderate Buy
+10.00% BAC Bank of America Corp Financials $0.48 1.54% Strong Buy
-9.04% BPT BP Prudhoe Bay Royalty Trust Oil & Gas Refining $5.10 22.97%
+43.42% CAT Caterpillar Inc. Industrials $3.12 2.08% Moderate Buy
+5.21% CSCO Cisco Systems, Inc. Technology $1.32 3.07% Strong Buy
+1.18% EL Estée Lauder Cosmetics & Skin Care $1.52 1.02% Strong Buy
-7.78% FDX FedEx Corporation Industrials $2.00 0.82% Strong Buy
+50.57% ISRG Intuitive Surgical, Inc. Medical Robots Moderate Buy
+37.59% RTN Raytheon Corporation Missiles/Defense $3.47 1.56% Strong Buy
+49.58% SHOP Shopify, Inc. Technology Moderate Buy
-4.17% SPY SPDR S&P 500 Trust ETF $4.39 $1.66
+0.46% STLD Steel Dynamics Steel & Iron $0.75 1.68% Strong Buy
-4.45% VOO Vanguard S&P 500 ETF S&P ETF $4.33 1.78%
+3.25% VRNS Varonis Systems Tech & Systems Software Strong Buy

* Status is based on analysts ratings at TipRanks.com.

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




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