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
$962M
AUM Growth
+$100M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
428
New
Increased
Reduced
Closed

Top Buys

1
+$7M
2
+$5.45M
3
+$3.7M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$3.24M
5
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$2.54M

Top Sells

1
+$18.8M
2
+$2.39M
3
+$1.06M
4
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$790K
5
BRK.A icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$88.8K 0.01%
+5,249
352
$71.4K 0.01%
382
+1
353
$71.1K 0.01%
11,306
-5
354
$67.7K 0.01%
400
355
$66.2K 0.01%
725
356
$65.9K 0.01%
2,125
357
$65.3K 0.01%
355
+120
358
$59.6K 0.01%
23,006
+143
359
$54.9K 0.01%
438
+102
360
$53.8K 0.01%
199
+1
361
$51.6K 0.01%
+469
362
$50.6K 0.01%
452
363
$50.6K 0.01%
560
364
$50.3K 0.01%
+559
365
$49.9K 0.01%
338
+89
366
$49.9K 0.01%
601
+13
367
$41.6K ﹤0.01%
569
368
$40K ﹤0.01%
+929
369
$38.3K ﹤0.01%
+1,515
370
$36.2K ﹤0.01%
+443
371
$34.5K ﹤0.01%
+223
372
$29.9K ﹤0.01%
237
+39
373
$26.3K ﹤0.01%
573
+100
374
$22.5K ﹤0.01%
267
375
$20.2K ﹤0.01%
+90
13 14
15
16 17