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
$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
-124
477
-43,850
478
-41,350
479
-21,900
480
-128,330
481
-134,030
482
-81,270
483
-1
484
-4,390
485
$0 ﹤0.01%
14
-49,466
486
-2,114
487
-144,944
488
-75,900
489
-70,000
490
-54,020
491
-53,075
492
-181,106
493
-34,000
494
-1,000
495
-72,726
496
-26,810
497
-25,600
498
-16,150
499
-15,250
500
-101,560