SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.54B
This Quarter Return
+7.4%
1 Year Return
+14.16%
3 Year Return
+61.66%
5 Year Return
–
10 Year Return
–
AUM
$702M
AUM Growth
+$702M
(+13%)
Cap. Flow
+$38.3M
Cap. Flow
% of AUM
5.46%
Top 10 Holdings %
Top 10 Hldgs %
58.78%
Holding
388
New
55
Increased
138
Reduced
77
Closed
31
Top Buys
| 1 |
Janus Henderson AAA CLO ETF
JAAA
|
$9.78M |
| 2 |
JPMorgan US Quality Factor ETF
JQUA
|
$4.48M |
| 3 |
Golub Capital BDC
GBDC
|
$2.67M |
| 4 |
Vanguard Russell 1000 Growth ETF
VONG
|
$2.42M |
| 5 |
United Parcel Service
UPS
|
$1.78M |
Top Sells
Sector Composition
| 1 | Financials | 9.21% |
| 2 | Technology | 8.84% |
| 3 | Industrials | 4.04% |
| 4 | Healthcare | 2.68% |
| 5 | Consumer Discretionary | 2.45% |
