SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
453
New
Increased
Reduced
Closed

Top Buys

1 +$37.7M
2 +$12.7M
3 +$9.21M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$4.35M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$4.35M

Top Sells

1 +$5.65M
2 +$1.22M
3 +$1.1M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$1.1M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$844K

Sector Composition

1 Technology 9.07%
2 Financials 7.57%
3 Industrials 2.88%
4 Healthcare 2.62%
5 Consumer Discretionary 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
-223
452
-154
453
-14,195