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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
576
-81,301
577
-4,754
578
-47,700
579
-389
580
-7,200
581
-982
582
-8,532
583
-4,113
584
-3,570
585
-72,462
586
-7,286
587
-19,816
588
-1,392
589
-884
590
-963
591
-34,356
592
-33,513
593
-33,849
594
-11,402
595
-10,573
596
-11,001
597
-27,350
598
-234,730
599
-357,155
600
-43,278