SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.54B
1-Year Return
14.16%
This Quarter Return
-3.15%
1 Year Return
+14.16%
3 Year Return
+61.66%
5 Year Return
–
10 Year Return
–
AUM
$640M
AUM Growth
-$188M
(-23%)
Cap. Flow
-$163M
Cap. Flow
% of AUM
-25.43%
Top 10 Holdings %
Top 10 Hldgs %
40.1%
Holding
765
New
75
Increased
37
Reduced
360
Closed
133
Top Buys
Top Sells
| 1 |
Alliance Resource Partners
ARLP
|
$69.4M |
| 2 |
Golub Capital BDC
GBDC
|
$9.49M |
| 3 |
Apple
AAPL
|
$7.33M |
| 4 |
Home Depot
HD
|
$5.92M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
$4.64M |
Sector Composition
| 1 | Financials | 9.23% |
| 2 | Technology | 3.01% |
| 3 | Healthcare | 2.09% |
| 4 | Consumer Discretionary | 1.35% |
| 5 | Communication Services | 0.97% |
