We are live on ! Find out more
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
$1.75B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$7.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.04M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.5M

Top Sells

1
+$9.41M
2
+$2.73M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.43M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M

Sector Composition

1 Technology 11.06%
2 Financials 8.33%
3 Consumer Discretionary 3.46%
4 Communication Services 3.08%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$85.6K ﹤0.01%
1,280
502
$85K ﹤0.01%
+16,283
503
$84.4K ﹤0.01%
1,822
504
$81K ﹤0.01%
253
-10
505
$78.7K ﹤0.01%
835
506
$73.4K ﹤0.01%
2,125
507
$70K ﹤0.01%
1,187
508
$69.5K ﹤0.01%
725
509
$62.6K ﹤0.01%
627
-8
510
$58.6K ﹤0.01%
452
511
$58.4K ﹤0.01%
493
-65
512
$53.7K ﹤0.01%
20,436
+9,680
513
$52.8K ﹤0.01%
3,414
514
$51.5K ﹤0.01%
569
515
$50.1K ﹤0.01%
565
516
$48.1K ﹤0.01%
1,198
517
$43.3K ﹤0.01%
281
-71
518
$41.7K ﹤0.01%
377
-4,660
519
$41.1K ﹤0.01%
825
520
$39.3K ﹤0.01%
+10,159
521
$37.3K ﹤0.01%
468
-103
522
$35.3K ﹤0.01%
106
+59
523
$29.9K ﹤0.01%
573
524
$29.7K ﹤0.01%
1,200
525
$28.7K ﹤0.01%
396
19 20
21
22 23