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
301
$200K 0.04%
+19,938
302
$197K 0.04%
+19,830
303
$196K 0.04%
+4,157
304
$196K 0.04%
19,300
305
$196K 0.04%
19,600
306
$195K 0.04%
+3,825
307
$192K 0.04%
18,690
-2,080
308
$190K 0.04%
+3,836
309
$190K 0.04%
963
310
$189K 0.04%
+15,951
311
$187K 0.04%
18,344
-2,040
312
$187K 0.04%
+18,700
313
$184K 0.04%
+18,100
314
$181K 0.04%
11,200
315
$181K 0.04%
+18,360
316
$176K 0.04%
1,889
-9,651
317
$174K 0.04%
+2,320
318
$173K 0.04%
3,949
+59
319
$173K 0.04%
+17,340
320
$170K 0.04%
+960
321
$168K 0.04%
+16,900
322
$167K 0.04%
1,255
+1,163
323
$165K 0.04%
+16,750
324
$165K 0.04%
15,269
-3,581
325
$164K 0.03%
+1,603