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
$469M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
-39,400
477
-71,696
478
-117,460
479
-98,950
480
-52,110
481
-13,750
482
-10,800
483
-34,000
484
-1,000
485
-72,726
486
-26,810
487
-25,600
488
-16,150
489
-15,250
490
-26,550
491
-15,200
492
-42,873
493
-23,150
494
-105,561
495
-21,809
496
-27,636
497
-26,244
498
-11,700
499
-28,625
500
-68,082