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
-4,277
452
-110
453
-15
454
-591
455
-736
456
$0 ﹤0.01%
+14
457
-412
458
-126
459
-16
460
-124
461
-43,850
462
-41,350
463
-21,900
464
-128,330
465
-134,030
466
-81,270
467
-1
468
-4,390
469
-10,500
470
-224,780
471
$0 ﹤0.01%
14
-49,466
472
-2,114
473
-144,944
474
-75,900
475
-23,100