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SMA
Sage Mountain Advisors Portfolio holdings
AUM
$1.43B
1-Year Est. Return
16.47%
This Fund
S&P 500
1 Year Est. Return
+16.47%
AUM
$828M
AUM Growth
+$141M
(+20%)
Holding
741
Top Buys
| 1 | +$15.3M | |
| 2 | +$4.88M | |
| 3 | +$4.45M | |
| 4 |
Schwab US Large- Cap ETF
SCHX
|
+$4.35M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$4.29M |
Top Sells
| 1 | +$7.62M | |
| 2 | +$3.32M | |
| 3 | +$2.05M | |
| 4 |
SBEAU
SilverBox Engaged Merger Corp I Units
SBEAU
|
+$1.96M |
| 5 |
VGII.U
Virgin Group Acquisition Corp. II Units, each consisting of one Class A ordinary share and one-fifth
VGII.U
|
+$1.95M |
Sector Composition
| 1 | Energy | 8.72% |
| 2 | Financials | 8.63% |
| 3 | Technology | 4.06% |
| 4 | Consumer Discretionary | 2.35% |
| 5 | Healthcare | 1.48% |