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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
$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
-2,114
477
-144,944
478
-75,900
479
-53,075
480
-181,106
481
-19,950
482
-39,400
483
-71,696
484
-117,460
485
-98,950
486
-52,110
487
-13,750
488
-10,800
489
-34,000
490
-26,810
491
-25,600
492
-16,150
493
-15,250
494
-2,506
495
-42,873
496
-23,150
497
-11,700
498
-28,625
499
-12,174
500
-19,466