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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
401
$260K 0.01%
2,518
-1,471
402
$259K 0.01%
2,957
+414
403
$259K 0.01%
1,572
404
$258K 0.01%
1,764
-1,212
405
$257K 0.01%
+8,500
406
$257K 0.01%
1,842
407
$256K 0.01%
+13,556
408
$256K 0.01%
+1,935
409
$255K 0.01%
4,590
+128
410
$255K 0.01%
+5,876
411
$255K 0.01%
5,518
412
$255K 0.01%
+7,142
413
$253K 0.01%
+5,250
414
$251K 0.01%
15,716
+4,868
415
$249K 0.01%
+1,915
416
$247K 0.01%
7,067
417
$246K 0.01%
787
-88
418
$246K 0.01%
+9,430
419
$244K 0.01%
15,027
-1,433
420
$243K 0.01%
1,746
-341
421
$243K 0.01%
+1,553
422
$243K 0.01%
+4,569
423
$242K 0.01%
4,928
-862
424
$241K 0.01%
36,009
+7,135
425
$240K 0.01%
4,664
15 16
17
18 19