SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.54B
This Quarter Return
+4.6%
1 Year Return
+14.16%
3 Year Return
+61.66%
5 Year Return
–
10 Year Return
–
AUM
$469M
AUM Growth
+$164M
(+54%)
Cap. Flow
+$147M
Cap. Flow
% of AUM
31.29%
Top 10 Holdings %
Top 10 Hldgs %
46.07%
Holding
528
New
251
Increased
68
Reduced
57
Closed
62
Top Buys
Top Sells
Sector Composition
| 1 | Financials | 8.56% |
| 2 | Energy | 7.16% |
| 3 | Technology | 3.37% |
| 4 | Consumer Discretionary | 1.71% |
| 5 | Industrials | 1.67% |