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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
376
$290K 0.02%
3,691
377
$288K 0.02%
+1,349
378
$285K 0.02%
5,970
+516
379
$282K 0.02%
+2,785
380
$282K 0.02%
+1,590
381
$281K 0.02%
9,766
+883
382
$281K 0.02%
832
+169
383
$280K 0.02%
1,114
+392
384
$279K 0.02%
+2,274
385
$277K 0.02%
4,154
+640
386
$277K 0.02%
1,412
+200
387
$276K 0.02%
+2,495
388
$275K 0.02%
+2,293
389
$273K 0.02%
2,436
-1,146
390
$272K 0.02%
+2,276
391
$271K 0.02%
+1,810
392
$268K 0.02%
+934
393
$268K 0.02%
+13,724
394
$268K 0.02%
+2,584
395
$267K 0.02%
6,516
+3,823
396
$266K 0.02%
2,408
-220
397
$264K 0.02%
3,551
+232
398
$264K 0.02%
3,247
399
$264K 0.02%
1,020
-88
400
$262K 0.02%
+1,778
14 15
16
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