SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.89B
1-Year Est. Return 17.23%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.23%
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
-181,106
477
-19,950
478
-43,224
479
-23,100
480
-83,030
481
-39,400
482
-71,696
483
-98,950
484
-52,110
485
-13,750
486
-10,800
487
-34,000
488
-1,000
489
-72,726
490
-26,810
491
-25,600
492
-16,150
493
-15,250
494
-101,560
495
-2,506
496
-15,200
497
-42,873
498
-23,150
499
-105,561
500
-21,809