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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
526
$22.1K ﹤0.01%
392
527
$19.6K ﹤0.01%
374
528
$18.5K ﹤0.01%
686
529
$18.1K ﹤0.01%
252
530
$18K ﹤0.01%
660
531
$17.5K ﹤0.01%
223
532
$17.3K ﹤0.01%
370
533
$14.2K ﹤0.01%
272
534
$14.1K ﹤0.01%
379
535
$13.4K ﹤0.01%
190
536
$13.1K ﹤0.01%
149
537
$10.8K ﹤0.01%
75
538
$10.6K ﹤0.01%
236
539
$10.6K ﹤0.01%
155
540
$10.4K ﹤0.01%
100
541
$9.96K ﹤0.01%
83
542
$9.5K ﹤0.01%
216
543
$9.44K ﹤0.01%
147
544
$8.77K ﹤0.01%
74
545
$7.5K ﹤0.01%
104
546
$470 ﹤0.01%
2
547
$127 ﹤0.01%
4
548
– –
-5,072
549
– –
-3,255
550
– –
-495
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