SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$687M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.85M
3
+$5.48M
4
PLMJU
Plum Acquisition Corp. III Unit
PLMJU
+$3.79M
5
EJFA
EJF Acquisition Corp. Class A Ordinary Share
EJFA
+$3.53M

Top Sells

1
+$3.56M
2
+$2.35M
3
+$2.07M
4
KSMT
Kismet Acquisition One Corp Ordinary Shares
KSMT
+$1.49M
5
GCACU
Growth Capital Acquisition Corp. Unit
GCACU
+$1.28M

Sector Composition

1 Energy 9.08%
2 Financials 9.05%
3 Technology 3.28%
4 Industrials 2.32%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$61K 0.01%
11,500
502
$60K 0.01%
851
+91
503
$59K 0.01%
566
504
$59K 0.01%
+715
505
$54K 0.01%
67,394
506
$53K 0.01%
1,811
507
$49K 0.01%
370
+1
508
$49K 0.01%
+4,905
509
$49K 0.01%
569
510
$49K 0.01%
664
511
$45K 0.01%
152
512
$43K 0.01%
+4,300
513
$42K 0.01%
+548
514
$41K 0.01%
+18,689
515
$41K 0.01%
+19,507
516
$39K 0.01%
570
517
$39K 0.01%
+34,185
518
$35K 0.01%
1,228
519
$35K 0.01%
+1,301
520
$35K 0.01%
649
521
$32K ﹤0.01%
389
+122
522
$31K ﹤0.01%
552
523
$31K ﹤0.01%
175
-271
524
$30K ﹤0.01%
+36,151
525
$30K ﹤0.01%
+600
19 20
21
22 23