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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
276
$497K 0.03%
5,854
277
$496K 0.03%
17,537
-1,525
278
$492K 0.03%
+2,905
279
$490K 0.03%
2,373
280
$489K 0.03%
1,416
+541
281
$488K 0.03%
+6,642
282
$485K 0.03%
28,060
+10,172
283
$482K 0.03%
3,803
-1,148
284
$481K 0.03%
+4,517
285
$480K 0.03%
+3,996
286
$472K 0.03%
739
+14
287
$469K 0.03%
3,718
+878
288
$464K 0.03%
1,735
-9
289
$462K 0.03%
4,722
290
$461K 0.03%
5,593
+2,091
291
$458K 0.03%
+3,849
292
$456K 0.03%
8,248
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293
$455K 0.03%
7,280
+1,485
294
$454K 0.03%
2,664
+1,081
295
$448K 0.03%
2,089
-262
296
$448K 0.03%
2,886
+298
297
$444K 0.03%
+16,856
298
$444K 0.03%
3,138
+572
299
$440K 0.03%
562
-81
300
$436K 0.03%
10,638
+47
10 11
12
13 14