We are live on ! Find out more
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
601
-95,489
602
-46,233
603
-100,690
604
-128,410
605
-94,403
606
-33,000
607
-115,995
608
-191,590
609
-17,292
610
-33,050
611
-92,970
612
-82,880
613
-28,807
614
-29,899
615
-11,793
616
-15,172