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
251
$267K 0.06%
2,447
+36
252
$264K 0.06%
24,210
-56,540
253
$263K 0.06%
+26,530
254
$260K 0.06%
25,400
255
$259K 0.06%
+10,152
256
$257K 0.05%
+25,580
257
$254K 0.05%
4,650
258
$253K 0.05%
9,210
259
$253K 0.05%
+25,580
260
$250K 0.05%
+709
261
$249K 0.05%
24,340
-2,710
262
$248K 0.05%
+1,910
263
$248K 0.05%
24,800
264
$247K 0.05%
+2,088
265
$247K 0.05%
+24,600
266
$244K 0.05%
3,740
267
$244K 0.05%
+24,500
268
$243K 0.05%
+24,240
269
$242K 0.05%
+24,400
270
$241K 0.05%
+6,219
271
$239K 0.05%
22,877
-9,223
272
$237K 0.05%
857
+69
273
$236K 0.05%
6,938
+1,531
274
$235K 0.05%
+659
275
$234K 0.05%
825
+25