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
-736
452
$0 ﹤0.01%
+14
453
-412
454
-126
455
-16
456
-124
457
-43,850
458
-41,350
459
-21,900
460
-128,330
461
-134,030
462
-81,270
463
-1
464
-4,390
465
-10,500
466
-224,780
467
$0 ﹤0.01%
14
-49,466
468
-2,114
469
-144,944
470
-75,900
471
-70,000
472
-54,020
473
-53,075
474
-181,106
475
-19,950