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SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.43B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$7.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.04M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.5M

Top Sells

1
+$9.41M
2
+$2.73M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.43M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M

Sector Composition

1 Technology 11.06%
2 Financials 8.33%
3 Consumer Discretionary 3.46%
4 Communication Services 3.08%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$626K 0.04%
1,275
-122
227
$612K 0.04%
6,987
-164
228
$611K 0.04%
10,904
229
$606K 0.03%
9,947
+3,174
230
$606K 0.03%
3,056
+349
231
$604K 0.03%
1,901
+548
232
$603K 0.03%
8,652
-353
233
$597K 0.03%
1,848
+285
234
$595K 0.03%
8,313
-9
235
$592K 0.03%
2,269
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236
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3,313
+2,018
237
$589K 0.03%
4,180
+2,010
238
$588K 0.03%
6,313
+1,965
239
$582K 0.03%
12,578
-1,009
240
$579K 0.03%
1,697
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241
$574K 0.03%
3,027
242
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2,680
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243
$570K 0.03%
7,253
-2,826
244
$569K 0.03%
4,181
+2,035
245
$568K 0.03%
2,087
+466
246
$563K 0.03%
591
+293
247
$562K 0.03%
27,512
248
$561K 0.03%
4,378
+1,367
249
$560K 0.03%
2,856
+390
250
$556K 0.03%
12,172
+4,203
8 9
10
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