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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
$565M
AUM Growth
-$74.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
695
New
Increased
Reduced
Closed

Sector Composition

1 Financials 11.65%
2 Technology 2.71%
3 Healthcare 1.39%
4 Consumer Discretionary 1.13%
5 Communication Services 1.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
-20,900
627
$0 ﹤0.01%
1,574
628
-12,149
629
-11,141
630
-38,829
631
-2,590
632
-32,421
633
-11,400
634
$0 ﹤0.01%
22
-151,024
635
-80,610
636
-7,050
637
-245,736
638
-38,768
639
-23,500
640
-42,894
641
-19,530
642
-12,000
643
-15,000
644
-15,560
645
-89,980
646
-2,707
647
-145,878
648
-1,275
649
-4,241
650
-766