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
451
-15
452
-591
453
-736
454
$0 ﹤0.01%
+14
455
-412
456
-126
457
-16
458
-124
459
-43,850
460
-41,350
461
-21,900
462
-128,330
463
-134,030
464
-81,270
465
-1
466
-4,390
467
-10,500
468
-224,780
469
$0 ﹤0.01%
14
-49,466
470
-2,114
471
-144,944
472
-75,900
473
-70,000
474
-54,020
475
-53,075