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
426
$15K ﹤0.01%
+9,671
427
$14K ﹤0.01%
+15,604
428
$14K ﹤0.01%
+258
429
$11K ﹤0.01%
75
430
$11K ﹤0.01%
+10,557
431
$9K ﹤0.01%
+140
432
$8K ﹤0.01%
+600
433
$8K ﹤0.01%
+265
434
$8K ﹤0.01%
125
435
$7K ﹤0.01%
+8,312
436
$7K ﹤0.01%
700
437
$7K ﹤0.01%
140
438
$5K ﹤0.01%
+63
439
$3K ﹤0.01%
+35
440
$2K ﹤0.01%
+47
441
$2K ﹤0.01%
21
442
$1K ﹤0.01%
755
443
-224,780
444
-2,506
445
-23,150
446
-105,561
447
-21,809
448
-27,636
449
-26,244
450
-11,700