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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
426
$239K 0.01%
+3,933
427
$237K 0.01%
+1,255
428
$237K 0.01%
1,906
-3,107
429
$234K 0.01%
3,463
-350
430
$234K 0.01%
+3,291
431
$234K 0.01%
+1,073
432
$232K 0.01%
+5,061
433
$231K 0.01%
4,294
-94
434
$231K 0.01%
+12,003
435
$229K 0.01%
743
+33
436
$229K 0.01%
100,000
437
$228K 0.01%
1,296
-213
438
$228K 0.01%
842
-484
439
$223K 0.01%
+11,659
440
$223K 0.01%
13,089
+915
441
$222K 0.01%
+1,389
442
$221K 0.01%
+2,646
443
$221K 0.01%
+455
444
$221K 0.01%
+1,236
445
$220K 0.01%
8,759
-3,992
446
$217K 0.01%
2,786
-903
447
$214K 0.01%
1,537
-1,356
448
$214K 0.01%
+951
449
$214K 0.01%
2,000
450
$213K 0.01%
2,860
+34
16 17
18
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