SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.89B
1-Year Est. Return
17.23%
1 Year Est. Return
+17.23%
AUM
$1.89B
AUM Growth
+$141M
(+8.1%)
Holding
606
Top Buys
| 1 | +$64.7M | |
| 2 | +$30.1M | |
| 3 | +$11.4M | |
| 4 |
Golub Capital BDC
GBDC
|
+$4.51M |
| 5 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
+$4.1M |
Top Sells
| 1 | +$4.09M | |
| 2 | +$3.73M | |
| 3 | +$1.51M | |
| 4 |
Microsoft
MSFT
|
+$1.49M |
| 5 |
Bank of America
BAC
|
+$1.41M |
Sector Composition
| 1 | Technology | 10.07% |
| 2 | Financials | 7.78% |
| 3 | Consumer Discretionary | 3.31% |
| 4 | Communication Services | 2.91% |
| 5 | Healthcare | 2.44% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Pool Corp
POOL
$9.89B
| – | – |
-1,255
|
|
||
602
Phillips 66
PSX
$56.7B
| – | – |
-4,181
|
|
||
603
Ferrari
RACE
$60.1B
| – | – |
-455
|
|
||
604
Ross Stores
ROST
$60.9B
| – | – |
-1,367
|
|
||
605
SBA Communications
SBAC
$20.2B
| – | – |
-2,184
|
|
||
606
Spotify
SPOT
$107B
| – | – |
-289
|
|