SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.54B
1-Year Return
14.16%
This Quarter Return
+9.02%
1 Year Return
+14.16%
3 Year Return
+61.66%
5 Year Return
–
10 Year Return
–
AUM
$962M
AUM Growth
+$100M
(+12%)
Cap. Flow
+$31.4M
Cap. Flow
% of AUM
3.26%
Top 10 Holdings %
Top 10 Hldgs %
58.05%
Holding
428
New
73
Increased
179
Reduced
85
Closed
20
Top Buys
Top Sells
| 1 |
VanEck High Yield Muni ETF
HYD
|
$18.8M |
| 2 |
Golub Capital BDC
GBDC
|
$2.39M |
| 3 |
Apple
AAPL
|
$1.06M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$790K |
| 5 |
Berkshire Hathaway Class A
BRK.A
|
$634K |
Sector Composition
| 1 | Financials | 8.96% |
| 2 | Technology | 7.88% |
| 3 | Industrials | 3.19% |
| 4 | Healthcare | 2.53% |
| 5 | Consumer Discretionary | 2.25% |
