SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.89B
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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%
+258
428
$14K ﹤0.01%
+15,604
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%
250
435
$7K ﹤0.01%
140
436
$7K ﹤0.01%
+8,312
437
$7K ﹤0.01%
700
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
-117,460
444
-65,410
445
-68,082
446
-1,458
447
-4,277
448
-110
449
-15
450
-591