SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.75B
1-Year Est. Return
16.8%
1 Year Est. Return
+16.8%
AUM
$1.54B
AUM Growth
+$180M
(+13%)
Holding
552
Top Buys
| 1 | +$12.9M | |
| 2 | +$7.31M | |
| 3 | +$6.33M | |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$6.03M |
| 5 |
KBDC
Kayne Anderson BDC
KBDC
|
+$5.94M |
Top Sells
| 1 | +$13.8M | |
| 2 | +$1.43M | |
| 3 | +$1.36M | |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
+$1.35M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.15M |
Sector Composition
| 1 | Technology | 9.97% |
| 2 | Financials | 8.77% |
| 3 | Consumer Discretionary | 2.92% |
| 4 | Industrials | 2.7% |
| 5 | Communication Services | 2.61% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
551
Walker & Dunlop
WD
$2.72B
| – | – |
-2,386
|
|
||
552
Workday
WDAY
$64.1B
| – | – |
-861
|
|