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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
$1.75B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$7.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.04M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.5M

Top Sells

1
+$9.41M
2
+$2.73M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.43M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M

Sector Composition

1 Technology 11.06%
2 Financials 8.33%
3 Consumer Discretionary 3.46%
4 Communication Services 3.08%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$156K 0.01%
2,385
+355
477
$154K 0.01%
3,329
478
$139K 0.01%
72,925
479
$135K 0.01%
2,300
480
$134K 0.01%
948
-648
481
$129K 0.01%
1,686
482
$126K 0.01%
106,564
483
$124K 0.01%
712
484
$124K 0.01%
2,735
485
$124K 0.01%
420
486
$122K 0.01%
4,364
487
$119K 0.01%
10,267
488
$112K 0.01%
24,681
+998
489
$111K 0.01%
+805
490
$106K 0.01%
1,856
491
$104K 0.01%
1,011
492
$102K 0.01%
11,409
+824
493
$102K 0.01%
+13,990
494
$95.4K 0.01%
3,731
495
$91.3K 0.01%
2,020
496
$90.5K 0.01%
1,104
497
$88.9K 0.01%
742
498
$88.9K 0.01%
10,000
499
$88.2K 0.01%
1,243
500
$88K 0.01%
+2,060
18 19
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