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
326
$163K 0.03%
+16,380
327
$160K 0.03%
15,008
-3,942
328
$159K 0.03%
15,674
-3,676
329
$159K 0.03%
15,494
-3,635
330
$157K 0.03%
+15,800
331
$152K 0.03%
+15,380
332
$149K 0.03%
+15,100
333
$146K 0.03%
14,300
334
$144K 0.03%
14,134
-5,691
335
$144K 0.03%
14,650
336
$142K 0.03%
+13,900
337
$141K 0.03%
1,612
+400
338
$140K 0.03%
+14,200
339
$137K 0.03%
12,842
-9,408
340
$136K 0.03%
1,338
341
$135K 0.03%
+7,200
342
$135K 0.03%
5,030
343
$130K 0.03%
+13,000
344
$130K 0.03%
12,780
345
$129K 0.03%
3,391
346
$129K 0.03%
+13,000
347
$127K 0.03%
11,001
-8,149
348
$126K 0.03%
12,500
349
$125K 0.03%
10,650
-10,900
350
$124K 0.03%
+12,380