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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
$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
-134,030
452
-81,270
453
-1
454
-4,390
455
-10,500
456
-224,780
457
$0 ﹤0.01%
14
-49,466
458
-70,000
459
-54,020
460
-1,000
461
-72,726
462
-101,560
463
-15,300
464
-26,550
465
-105,561
466
-21,809
467
-27,636
468
-26,244
469
-4,277
470
-110
471
-15
472
-591
473
$0 ﹤0.01%
+14
474
-412
475
-504