SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$727M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
399
New
Increased
Reduced
Closed

Top Buys

1 +$24.5M
2 +$4.53M
3 +$3.61M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$3.34M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.34M

Sector Composition

1 Financials 9.42%
2 Technology 8.21%
3 Industrials 3.7%
4 Healthcare 2.74%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$58.3K 0.01%
379
+3
302
$56.7K 0.01%
400
303
$56.2K 0.01%
+2,125
304
$52.4K 0.01%
725
305
$49.1K 0.01%
23,032
-196
306
$44.7K 0.01%
452
307
$44.4K 0.01%
198
308
$42.6K 0.01%
588
309
$41.8K 0.01%
560
310
$38.6K 0.01%
569
311
$37.8K 0.01%
235
312
$35.1K ﹤0.01%
336
313
$33.6K ﹤0.01%
1,425
314
$32.7K ﹤0.01%
23,362
315
$32.1K ﹤0.01%
249
316
$30.6K ﹤0.01%
302
317
$28.8K ﹤0.01%
+729
318
$23.1K ﹤0.01%
805
319
$21.7K ﹤0.01%
985
320
$20.3K ﹤0.01%
209
321
$18.5K ﹤0.01%
267
322
$18.1K ﹤0.01%
90
-67
323
$17.6K ﹤0.01%
+473
324
$15.9K ﹤0.01%
175
325
$15.3K ﹤0.01%
223