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
76
$1M 0.21%
+101,043
77
$991K 0.21%
28,026
+456
78
$980K 0.21%
7,458
+583
79
$976K 0.21%
+96,310
80
$966K 0.21%
3,281
+1,030
81
$965K 0.21%
95,970
82
$956K 0.2%
+96,160
83
$954K 0.2%
95,489
-10,611
84
$925K 0.2%
+93,470
85
$925K 0.2%
+92,970
86
$922K 0.2%
+93,470
87
$921K 0.2%
90,770
-10,090
88
$916K 0.19%
+91,598
89
$914K 0.19%
+92,470
90
$909K 0.19%
+90,910
91
$905K 0.19%
6,684
+3,759
92
$905K 0.19%
+90,170
93
$888K 0.19%
88,500
94
$885K 0.19%
+88,800
95
$883K 0.19%
+88,310
96
$873K 0.19%
+87,750
97
$871K 0.19%
16,848
+4,675
98
$854K 0.18%
+85,340
99
$837K 0.18%
+82,880
100
$820K 0.17%
+82,900