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SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.43B
1-Year Est. Return 16.47%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.47%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.75B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$7.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.04M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.5M

Top Sells

1
+$9.41M
2
+$2.73M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.43M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M

Sector Composition

1 Technology 11.06%
2 Financials 8.33%
3 Consumer Discretionary 3.46%
4 Communication Services 3.08%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$213K 0.01%
3,040
452
$212K 0.01%
+2,549
453
$212K 0.01%
+3,093
454
$209K 0.01%
+5,391
455
$209K 0.01%
+748
456
$209K 0.01%
+2,420
457
$208K 0.01%
+1,094
458
$208K 0.01%
+4,725
459
$208K 0.01%
1,367
-317
460
$208K 0.01%
+1,317
461
$206K 0.01%
2,633
462
$204K 0.01%
19,450
+5,290
463
$203K 0.01%
+2,283
464
$202K 0.01%
5,870
-2,758
465
$201K 0.01%
289
+17
466
$201K 0.01%
+4,110
467
$201K 0.01%
+4,126
468
$200K 0.01%
+6,038
469
$184K 0.01%
1,616
470
$174K 0.01%
1,338
471
$168K 0.01%
1,762
-128
472
$164K 0.01%
4,729
473
$164K 0.01%
925
+31
474
$160K 0.01%
6,207
+80
475
$159K 0.01%
2,077
17 18
19
20 21