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
276
$230K 0.05%
+1,014
277
$229K 0.05%
23,188
-3,162
278
$228K 0.05%
22,800
279
$227K 0.05%
3,650
-98,220
280
$224K 0.05%
21,962
-5,098
281
$221K 0.05%
+4,390
282
$221K 0.05%
+909
283
$220K 0.05%
+2,922
284
$219K 0.05%
+1,650
285
$218K 0.05%
19,373
-14,227
286
$215K 0.05%
+21,340
287
$215K 0.05%
+1,555
288
$213K 0.05%
+3,316
289
$211K 0.04%
+21,000
290
$211K 0.04%
20,900
291
$211K 0.04%
+2,168
292
$208K 0.04%
+20,935
293
$207K 0.04%
+435
294
$205K 0.04%
19,080
-5,184
295
$204K 0.04%
+15,320
296
$204K 0.04%
+1,093
297
$204K 0.04%
+515
298
$203K 0.04%
2,427
+18
299
$203K 0.04%
+20,540
300
$203K 0.04%
+771