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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
651
-1,460
652
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653
-29,855
654
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655
-5,030
656
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657
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658
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659
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660
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661
-22,300
662
-36,742
663
-10,450
664
-36,472
665
-27,460
666
-24,000
667
-79,680
668
-12,100
669
-37,500
670
-142,655
671
-10,189
672
-61,500
673
-4,300
674
-49,228
675
-102,185