SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.54B
1-Year Return
14.16%
This Quarter Return
+6.51%
1 Year Return
+14.16%
3 Year Return
+61.66%
5 Year Return
–
10 Year Return
–
AUM
$828M
AUM Growth
+$141M
(+20%)
Cap. Flow
+$99.1M
Cap. Flow
% of AUM
11.97%
Top 10 Holdings %
Top 10 Hldgs %
41.95%
Holding
741
New
165
Increased
154
Reduced
192
Closed
49
Top Buys
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$15.8M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$4.9M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$4.47M |
| 4 |
Golub Capital BDC
GBDC
|
$4.43M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.27M |
Top Sells
Sector Composition
| 1 | Energy | 8.72% |
| 2 | Financials | 8.63% |
| 3 | Technology | 4.06% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Healthcare | 1.48% |
