SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
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
451
-126
452
-16
453
-124
454
-43,850
455
-41,350
456
-21,900
457
-128,330
458
-134,030
459
-81,270
460
-1
461
-4,390
462
-10,500
463
-224,780
464
$0 ﹤0.01%
14
-49,466
465
-2,114
466
-144,944
467
-75,900
468
-70,000
469
-54,020
470
-53,075
471
-181,106
472
-19,950
473
-43,224
474
-23,100
475
-83,030