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SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.43B
1-Year Est. Return
16.47%
This Fund
S&P 500
1 Year Est. Return
+16.47%
AUM
$376M
AUM Growth
-$189M
(-33%)
Holding
684
Top Buys
| 1 | +$14.9M | |
| 2 | +$6.63M | |
| 3 | +$4.24M | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$3.2M |
| 5 |
Golub Capital BDC
GBDC
|
+$2.29M |
Top Sells
| 1 | +$3.66M | |
| 2 | +$3.34M | |
| 3 | +$3.1M | |
| 4 |
TLGA.U
TLG Acquisition One Corp. Units, each consisting of one share of Class A common stock and one-third of one redeemable warrant
TLGA.U
|
+$2.79M |
| 5 |
PLMJU
Plum Acquisition Corp. III Unit
PLMJU
|
+$2.64M |
Sector Composition
| 1 | Financials | 10.19% |
| 2 | Technology | 3.1% |
| 3 | Healthcare | 1.68% |
| 4 | Consumer Discretionary | 1.14% |
| 5 | Communication Services | 0.95% |