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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
326
$383K 0.02%
1,112
-165
327
$382K 0.02%
12,189
328
$381K 0.02%
10,137
329
$377K 0.02%
3,910
-2,144
330
$376K 0.02%
2,533
+614
331
$372K 0.02%
282
-122
332
$371K 0.02%
4,079
-2,298
333
$371K 0.02%
1,877
+724
334
$366K 0.02%
5,232
+697
335
$366K 0.02%
3,152
+1,234
336
$365K 0.02%
8,097
-4,573
337
$364K 0.02%
3,983
+229
338
$364K 0.02%
+2,952
339
$362K 0.02%
7,383
+1,383
340
$356K 0.02%
3,226
341
$353K 0.02%
3,865
+881
342
$353K 0.02%
5,199
343
$352K 0.02%
7,218
+1,405
344
$352K 0.02%
1,880
+419
345
$351K 0.02%
4,249
346
$340K 0.02%
2,636
-13
347
$338K 0.02%
275
+31
348
$335K 0.02%
+2,390
349
$334K 0.02%
4,701
+558
350
$331K 0.02%
+10,477
12 13
14
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