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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
676
-15,900
677
-20,659
678
-74,033
679
-32,144
680
-133,252
681
-44,608
682
-11,500
683
-16,460
684
-27,930
685
-10,400
686
-22,300
687
-3,155
688
-1,398
689
-4,056
690
-2,972
691
-201,113
692
-1,390
693
-303
694
$0 ﹤0.01%
+1,906
695
-63,430