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
$1.36B
AUM Growth
-$12.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1 +$7.2M
2 +$5.48M
3 +$5.46M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$5.2M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$4.99M

Top Sells

1 +$11.9M
2 +$5.11M
3 +$4.61M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.82M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.79M

Sector Composition

1 Financials 8.86%
2 Technology 8.35%
3 Industrials 2.75%
4 Consumer Discretionary 2.39%
5 Healthcare 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$22.1K ﹤0.01%
66
452
$20K ﹤0.01%
392
453
$18.5K ﹤0.01%
660
454
$18.4K ﹤0.01%
686
455
$18.2K ﹤0.01%
223
456
$18.2K ﹤0.01%
+422
457
$18.1K ﹤0.01%
374
458
$17.8K ﹤0.01%
+295
459
$17.8K ﹤0.01%
+488
460
$17.3K ﹤0.01%
135
+60
461
$15.5K ﹤0.01%
+543
462
$15.4K ﹤0.01%
433
463
$15.2K ﹤0.01%
+373
464
$14.6K ﹤0.01%
370
465
$14.5K ﹤0.01%
252
466
$13.9K ﹤0.01%
272
467
$13.4K ﹤0.01%
+197
468
$12.7K ﹤0.01%
47
469
$12.5K ﹤0.01%
+159
470
$12.4K ﹤0.01%
379
471
$12.2K ﹤0.01%
+275
472
$11.9K ﹤0.01%
146
473
$11.5K ﹤0.01%
254
474
$11.4K ﹤0.01%
+394
475
$10.8K ﹤0.01%
149