SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$316K 0.07%
+31,630
227
$313K 0.07%
30,494
-9,766
228
$313K 0.07%
+31,671
229
$312K 0.07%
+31,210
230
$310K 0.07%
+31,120
231
$310K 0.07%
+31,040
232
$307K 0.07%
1,142
+137
233
$306K 0.07%
3,002
234
$299K 0.06%
2,770
235
$294K 0.06%
+2,712
236
$294K 0.06%
+29,500
237
$285K 0.06%
+873
238
$285K 0.06%
1,288
+132
239
$285K 0.06%
+28,830
240
$284K 0.06%
+2,367
241
$283K 0.06%
+1,759
242
$282K 0.06%
+3,130
243
$282K 0.06%
+28,340
244
$282K 0.06%
27,350
245
$281K 0.06%
27,750
246
$278K 0.06%
+1,262
247
$278K 0.06%
26,535
-107,215
248
$276K 0.06%
+27,950
249
$272K 0.06%
1,060
+359
250
$269K 0.06%
+27,020