SMA

Sage Mountain Advisors Portfolio holdings

AUM $1.54B
1-Year Est. Return 14.16%
This Quarter Est. Return
1 Year Est. Return
+14.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$469M
AUM Growth
+$164M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
528
New
Increased
Reduced
Closed
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.46M 0.31%
+147,570
52
$1.45M 0.31%
+146,440
53
$1.36M 0.29%
11,550
+11,050
54
$1.36M 0.29%
+136,860
55
$1.34M 0.28%
+134,462
56
$1.3M 0.28%
131,688
57
$1.29M 0.28%
+128,820
58
$1.28M 0.27%
+128,780
59
$1.27M 0.27%
12,240
+3,040
60
$1.17M 0.25%
5,546
+427
61
$1.17M 0.25%
+118,486
62
$1.17M 0.25%
114,331
-51,129
63
$1.16M 0.25%
+117,090
64
$1.15M 0.24%
+116,920
65
$1.14M 0.24%
+114,810
66
$1.14M 0.24%
113,650
67
$1.13M 0.24%
+114,840
68
$1.1M 0.23%
6,667
+3,329
69
$1.07M 0.23%
+107,200
70
$1.06M 0.23%
104,382
-11,596
71
$1.03M 0.22%
12,918
72
$1.03M 0.22%
+104,340
73
$1.03M 0.22%
+13,564
74
$1.02M 0.22%
+102,800
75
$1.02M 0.22%
+102,400