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
$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
351
$123K 0.03%
+3,600
352
$123K 0.03%
+112,390
353
$121K 0.03%
+1,803
354
$121K 0.03%
+12,195
355
$119K 0.03%
1,209
+907
356
$119K 0.03%
+11,948
357
$119K 0.03%
11,431
-19,401
358
$118K 0.03%
11,045
-4,155
359
$118K 0.03%
+11,800
360
$118K 0.03%
11,691
-4,710
361
$116K 0.02%
+2,300
362
$115K 0.02%
11,402
-2,998
363
$112K 0.02%
+57,249
364
$112K 0.02%
10,781
-6,019
365
$110K 0.02%
+11,100
366
$108K 0.02%
+710
367
$108K 0.02%
+10,900
368
$106K 0.02%
10,720
369
$104K 0.02%
10,350
370
$101K 0.02%
+10,155
371
$101K 0.02%
+10,100
372
$101K 0.02%
+10,000
373
$100K 0.02%
+10,100
374
$93K 0.02%
+1,026
375
$92K 0.02%
+970