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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
$604M
AUM Growth
+$135M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$3.7M
3
+$3.2M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$2.44M
5
GGPIU
Gores Guggenheim, Inc. Unit
GGPIU
+$2.08M

Top Sells

1
+$1.15M
2
+$1.06M
3
+$1.03M
4
GIGGU
GigCapital4, Inc. Unit
GIGGU
+$1.03M
5
LEGOU
Legato Merger Corp. Units
LEGOU
+$976K

Sector Composition

1 Financials 8.64%
2 Energy 7.01%
3 Technology 3.49%
4 Healthcare 1.66%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
+57
502
$2K ﹤0.01%
+1,574
503
$2K ﹤0.01%
21
504
– –
-4,401
505
$0 ﹤0.01%
+8
506
– –
-15,951
507
– –
-12,918
508
– –
-57,249
509
– –
-21,000
510
– –
-36,456
511
– –
-8,312
512
– –
-700
513
– –
-88,500
514
– –
-3,120
515
– –
-30,494
516
– –
-5,317
517
– –
-9,671
518
– –
-45,316
519
– –
-14,300
520
– –
-24,340
521
– –
-116,920
522
– –
-12,780
523
– –
-96,310
524
– –
-22,877
525
– –
-11,045
19 20
21
22 23