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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
26
$11.5M 0.66%
17,280
+24
27
$11.5M 0.66%
45,269
-71
28
$11.2M 0.64%
152,762
+428
29
$10.5M 0.6%
42,327
-1,389
30
$10.3M 0.59%
42,188
+3,926
31
$9.72M 0.56%
19,327
+1,776
32
$9.34M 0.54%
181,133
-3,089
33
$8.21M 0.47%
56,367
+6,228
34
$8.03M 0.46%
12,001
+2,759
35
$7.91M 0.45%
134,448
-23,465
36
$7.36M 0.42%
+122,192
37
$7.17M 0.41%
11,943
38
$6.58M 0.38%
249,841
39
$6.51M 0.37%
17,807
-20
40
$6.19M 0.35%
107,683
+2,000
41
$6.01M 0.34%
17,606
+2,957
42
$5.89M 0.34%
50,272
-332
43
$5.77M 0.33%
68,625
-45
44
$5.58M 0.32%
109,179
+48,748
45
$5.5M 0.32%
109,936
+91,659
46
$5.46M 0.31%
48,440
+5,513
47
$5.4M 0.31%
7,074
+1,342
48
$4.96M 0.28%
12,252
+2,380
49
$4.73M 0.27%
39,430
+7,350
50
$4.67M 0.27%
16,620
+2,207
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