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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
251
$554K 0.03%
2,254
+2
252
$552K 0.03%
2,241
+120
253
$549K 0.03%
5,503
254
$548K 0.03%
2,481
-604
255
$542K 0.03%
18,618
256
$542K 0.03%
10,746
+3,302
257
$542K 0.03%
3,215
-760
258
$541K 0.03%
1,878
-22
259
$540K 0.03%
1,515
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260
$540K 0.03%
4,206
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261
$539K 0.03%
1,978
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262
$537K 0.03%
8,129
-1,184
263
$531K 0.03%
1,162
+411
264
$527K 0.03%
2,622
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265
$523K 0.03%
6,545
+1,226
266
$520K 0.03%
1,060
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267
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268
$509K 0.03%
14,322
+2,101
269
$508K 0.03%
3,564
270
$506K 0.03%
1,849
+45
271
$506K 0.03%
668
+32
272
$505K 0.03%
+9,983
273
$505K 0.03%
+1,024
274
$505K 0.03%
7,656
-116
275
$500K 0.03%
4,788
9 10
11
12 13