SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.54B
This Quarter Return
+5.37%
1 Year Return
+14.16%
3 Year Return
+61.66%
5 Year Return
–
10 Year Return
–
AUM
$687M
AUM Growth
+$687M
(+14%)
Cap. Flow
+$63M
Cap. Flow
% of AUM
9.16%
Top 10 Holdings %
Top 10 Hldgs %
42%
Holding
639
New
112
Increased
170
Reduced
104
Closed
58
Top Buys
Top Sells
| 1 |
EJFAU
EJF Acquisition Corp. Unit
EJFAU
|
$3.56M |
| 2 |
GGPIU
Gores Guggenheim, Inc. Unit
GGPIU
|
$2.35M |
| 3 |
NGCAU
NextGen Acquisition Corp. II Units
NGCAU
|
$2.07M |
| 4 |
GE Aerospace
GE
|
$1.73M |
| 5 |
KSMT
Kismet Acquisition One Corp Ordinary Shares
KSMT
|
$1.49M |
Sector Composition
| 1 | Energy | 9.08% |
| 2 | Financials | 9.05% |
| 3 | Technology | 3.28% |
| 4 | Industrials | 2.32% |
| 5 | Healthcare | 1.64% |
