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
526
$29K ﹤0.01%
200
527
$27K ﹤0.01%
265
528
$26K ﹤0.01%
328
529
$26K ﹤0.01%
202
-381
530
$26K ﹤0.01%
20,565
531
$25K ﹤0.01%
176
532
$24K ﹤0.01%
1,188
533
$24K ﹤0.01%
295
-335
534
$20K ﹤0.01%
+200
535
$20K ﹤0.01%
247
536
$19K ﹤0.01%
381
+97
537
$17K ﹤0.01%
21,451
538
$16K ﹤0.01%
258
539
$15K ﹤0.01%
574
540
$15K ﹤0.01%
223
541
$13K ﹤0.01%
188
+16
542
$12K ﹤0.01%
75
543
$12K ﹤0.01%
112
544
$11K ﹤0.01%
293
+20
545
$11K ﹤0.01%
+373
546
$10K ﹤0.01%
10,557
547
$9K ﹤0.01%
+164
548
$8K ﹤0.01%
+147
549
$8K ﹤0.01%
600
550
$8K ﹤0.01%
265
20 21
22
23 24