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
-43,224
477
-23,100
478
-83,030
479
-39,400
480
-71,696
481
-98,950
482
-52,110
483
-13,750
484
-10,800
485
-34,000
486
-1,000
487
-72,726
488
-26,810
489
-25,600
490
-16,150
491
-15,250
492
-101,560
493
-2,506
494
-15,300
495
-26,550
496
-15,200
497
-42,873
498
-23,150
499
-105,561
500
-21,809