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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
$687M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

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
551
$8K ﹤0.01%
250
552
$7K ﹤0.01%
+6,390
553
$3K ﹤0.01%
+83
554
$3K ﹤0.01%
35
555
$3K ﹤0.01%
+59
556
$2K ﹤0.01%
21
557
$1K ﹤0.01%
1,574
558
-140
559
$0 ﹤0.01%
+4
560
-3,721
561
-607
562
-8
563
-2,995
564
-57
565
-36,524
566
-13,000
567
-53,000
568
-128,513
569
-111,800
570
-70,850
571
-91,596
572
-56,250
573
-31,671
574
-52,180
575
-150,188