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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
$1.75B
AUM Growth
+$208M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$11.8M
2
+$10.9M
3
+$7.19M
4
VUG icon
Vanguard Growth ETF
VUG
+$5.04M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$4.5M

Top Sells

1
+$9.41M
2
+$2.73M
3
+$1.89M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.43M
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$1.38M

Sector Composition

1 Technology 11.06%
2 Financials 8.33%
3 Consumer Discretionary 3.46%
4 Communication Services 3.08%
5 Industrials 2.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.59M 0.26%
38,081
-2,231
52
$4.59M 0.26%
62,480
53
$4.45M 0.25%
11,879
+5,546
54
$4.41M 0.25%
50,112
55
$4.38M 0.25%
42,477
+3,533
56
$4.37M 0.25%
36,748
-5
57
$4.08M 0.23%
22,014
+3,554
58
$4.06M 0.23%
17,549
+2,934
59
$3.77M 0.22%
5
-1
60
$3.74M 0.21%
20,040
+122
61
$3.71M 0.21%
6,524
+742
62
$3.66M 0.21%
41,912
+28,697
63
$3.65M 0.21%
51,117
+13
64
$3.58M 0.21%
35,540
+490
65
$3.46M 0.2%
50,529
+7,851
66
$3.44M 0.2%
38,463
+12,946
67
$3.4M 0.19%
36,223
68
$3.38M 0.19%
18,958
69
$3.31M 0.19%
10,136
70
$3.18M 0.18%
3,435
+253
71
$3.05M 0.17%
19,829
+1,051
72
$2.88M 0.17%
15,803
+2,846
73
$2.86M 0.16%
8,281
+2,016
74
$2.75M 0.16%
86,044
75
$2.6M 0.15%
16,731
+5,071
1 2
3
4 5