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
$1.37B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$42.1M
2
+$35.1M
3
+$12.9M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$12.6M
5
JMBS icon
Janus Henderson Mortgage-Backed Securities ETF
JMBS
+$12.6M

Top Sells

1
+$3.75M
2
+$1.7M
3
+$1.66M
4
MCHP icon
Microchip Technology
MCHP
+$603K
5
SPHQ icon
Invesco S&P 500 Quality ETF
SPHQ
+$564K

Sector Composition

1 Technology 9.42%
2 Financials 8.08%
3 Consumer Discretionary 2.83%
4 Industrials 2.76%
5 Communication Services 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
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