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
501
-15,300
502
-65,410
503
-26,550
504
-15,200
505
-42,873
506
-19,466