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
376
$91K 0.02%
+1,621
377
$84K 0.02%
+1,392
378
$83K 0.02%
1,001
-1,414
379
$78K 0.02%
2,411
+601
380
$75K 0.02%
446
+226
381
$73K 0.02%
+1,900
382
$72K 0.02%
+1,050
383
$71K 0.02%
+4,361
384
$71K 0.02%
71,394
385
$68K 0.01%
583
+345
386
$65K 0.01%
+81,301
387
$64K 0.01%
+136,779
388
$58K 0.01%
+574
389
$55K 0.01%
11,500
390
$50K 0.01%
+59,316
391
$49K 0.01%
+453
392
$48K 0.01%
+1,109
393
$48K 0.01%
664
394
$47K 0.01%
569
395
$47K 0.01%
+367
396
$47K 0.01%
+29,899
397
$46K 0.01%
152
398
$46K 0.01%
+630
399
$46K 0.01%
+15,821
400
$41K 0.01%
+601