SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.75B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
-28,625
452
-68,082
453
-12,174
454
-1,458
455
-10,500
456
-19,950
457
-43,224
458
-23,100
459
-83,030
460
-39,400
461
-71,696
462
-117,460
463
-98,950
464
-52,110
465
-13,750
466
-10,800
467
-4,277
468
-110
469
-15
470
-591
471
-736
472
$0 ﹤0.01%
+14
473
-412
474
-126
475
-16