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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
301
$433K 0.02%
+454
302
$427K 0.02%
4,597
+4,451
303
$426K 0.02%
35,633
+2,664
304
$424K 0.02%
9,482
-2,062
305
$423K 0.02%
2,695
+183
306
$422K 0.02%
2,184
+342
307
$422K 0.02%
1,356
-435
308
$418K 0.02%
5,495
+904
309
$417K 0.02%
+1,765
310
$411K 0.02%
1,328
+100
311
$410K 0.02%
7,394
+1,858
312
$410K 0.02%
2,960
+194
313
$410K 0.02%
445
+94
314
$410K 0.02%
10,458
+717
315
$410K 0.02%
2,369
+95
316
$406K 0.02%
5,560
-1,514
317
$400K 0.02%
5,271
+25
318
$399K 0.02%
633
+202
319
$397K 0.02%
5,180
+1,058
320
$396K 0.02%
6,100
321
$395K 0.02%
3,637
+538
322
$394K 0.02%
+2,077
323
$391K 0.02%
3,885
-2,001
324
$389K 0.02%
1,255
+115
325
$388K 0.02%
6,492
+1,430
11 12
13
14 15