SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
401
$41K 0.01%
845
-45
402
$40K 0.01%
31,300
403
$40K 0.01%
765
404
$40K 0.01%
3,560
405
$39K 0.01%
+3,120
406
$38K 0.01%
+570
407
$38K 0.01%
17,770
-11,963
408
$36K 0.01%
+389
409
$34K 0.01%
+649
410
$28K 0.01%
200
411
$28K 0.01%
+552
412
$28K 0.01%
1,167
413
$27K 0.01%
+21,451
414
$26K 0.01%
328
415
$24K 0.01%
175
+1
416
$24K 0.01%
+12,965
417
$20K ﹤0.01%
+118
418
$20K ﹤0.01%
1,875
419
$20K ﹤0.01%
2,010
420
$20K ﹤0.01%
+265
421
$19K ﹤0.01%
503
+420
422
$19K ﹤0.01%
247
423
$15K ﹤0.01%
+574
424
$15K ﹤0.01%
223
-77
425
$15K ﹤0.01%
+5,317