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
$1.17B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.21M
3 +$2.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.64M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.4M

Sector Composition

1 Technology 9.33%
2 Financials 7.89%
3 Industrials 3.03%
4 Healthcare 2.81%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$29.4K ﹤0.01%
+12,058
452
$28.9K ﹤0.01%
+1,200
453
$28.6K ﹤0.01%
573
454
$24.6K ﹤0.01%
+833
455
$23.9K ﹤0.01%
245
-230
456
$22.1K ﹤0.01%
+19,260
457
$20.3K ﹤0.01%
+392
458
$20.3K ﹤0.01%
+374
459
$19.3K ﹤0.01%
720
+636
460
$18.6K ﹤0.01%
660
461
$18.5K ﹤0.01%
223
462
$17.1K ﹤0.01%
433
463
$15.3K ﹤0.01%
252
464
$15.3K ﹤0.01%
370
-3,890
465
$14.4K ﹤0.01%
87
466
$14.3K ﹤0.01%
272
467
$12.6K ﹤0.01%
379
468
$12.3K ﹤0.01%
146
469
$11.7K ﹤0.01%
149
470
$11.4K ﹤0.01%
118
471
$11.2K ﹤0.01%
254
472
$10.9K ﹤0.01%
75
473
$9.86K ﹤0.01%
216
474
$9.44K ﹤0.01%
155
475
$9K ﹤0.01%
147