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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
351
$328K 0.02%
8,375
-57
352
$326K 0.02%
+10,002
353
$318K 0.02%
16,499
+1,800
354
$315K 0.02%
+12,794
355
$314K 0.02%
18,780
+536
356
$314K 0.02%
1,415
357
$313K 0.02%
6,750
358
$311K 0.02%
7,387
359
$311K 0.02%
+433
360
$311K 0.02%
20,804
361
$309K 0.02%
+1,531
362
$306K 0.02%
+4,081
363
$306K 0.02%
4,041
+211
364
$305K 0.02%
+2,135
365
$305K 0.02%
537
+4
366
$302K 0.02%
1,866
+193
367
$300K 0.02%
30,344
+6,283
368
$300K 0.02%
4,090
-125
369
$299K 0.02%
2,984
370
$298K 0.02%
3,027
+151
371
$297K 0.02%
5,473
372
$296K 0.02%
14,321
+2,422
373
$293K 0.02%
5,492
374
$292K 0.02%
+1,328
375
$291K 0.02%
+3,247
13 14
15
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