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
$687M
AUM Growth
+$83.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
639
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.85M
3
+$5.48M
4
PLMJU
Plum Acquisition Corp. III Unit
PLMJU
+$3.79M
5
EJFA
EJF Acquisition Corp. Class A Ordinary Share
EJFA
+$3.53M

Top Sells

1
+$3.56M
2
+$2.35M
3
+$2.07M
4
KSMT
Kismet Acquisition One Corp Ordinary Shares
KSMT
+$1.49M
5
GCACU
Growth Capital Acquisition Corp. Unit
GCACU
+$1.28M

Sector Composition

1 Energy 9.08%
2 Financials 9.05%
3 Technology 3.28%
4 Industrials 2.32%
5 Healthcare 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.95M 0.28%
197,257
+3,236
52
$1.9M 0.27%
193,010
-5,000
53
$1.86M 0.27%
+189,118
54
$1.84M 0.27%
+181,736
55
$1.79M 0.26%
180,413
+3,340
56
$1.77M 0.25%
178,950
-1,150
57
$1.75M 0.25%
177,000
+35,990
58
$1.75M 0.25%
179,166
+8,330
59
$1.71M 0.25%
176,120
-7,080
60
$1.71M 0.25%
+171,990
61
$1.67M 0.24%
+168,030
62
$1.65M 0.24%
165,958
-2,322
63
$1.65M 0.24%
167,200
+4,410
64
$1.65M 0.24%
166,665
-16,716
65
$1.63M 0.24%
13,900
+2,350
66
$1.61M 0.23%
163,940
-2,800
67
$1.55M 0.22%
156,496
+18,212
68
$1.55M 0.22%
156,214
69
$1.54M 0.22%
157,507
+22,345
70
$1.54M 0.22%
156,310
-4,250
71
$1.51M 0.22%
153,040
+35,725
72
$1.51M 0.22%
153,600
-4,400
73
$1.51M 0.22%
+147,730
74
$1.5M 0.22%
151,700
-3,430
75
$1.5M 0.22%
150,950
+31,600
1 2
3
4 5