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
76
$1.49M 0.21%
150,732
+28,790
77
$1.49M 0.21%
150,551
78
$1.48M 0.21%
40,978
+122
79
$1.48M 0.21%
150,440
80
$1.47M 0.21%
27,068
+3,491
81
$1.46M 0.21%
6,572
+279
82
$1.42M 0.2%
8,762
-8
83
$1.41M 0.2%
22,290
+13,128
84
$1.41M 0.2%
10,062
+1,843
85
$1.41M 0.2%
+55,083
86
$1.39M 0.2%
+278,928
87
$1.39M 0.2%
139,435
+57,140
88
$1.37M 0.2%
4,046
+113
89
$1.36M 0.2%
138,002
-11,235
90
$1.33M 0.19%
17,004
+40
91
$1.29M 0.19%
128,312
+9,052
92
$1.28M 0.18%
128,390
-430
93
$1.26M 0.18%
126,140
94
$1.24M 0.18%
125,188
95
$1.24M 0.18%
124,980
-3,800
96
$1.23M 0.18%
124,370
+27,150
97
$1.23M 0.18%
8,145
+2,491
98
$1.22M 0.18%
122,660
99
$1.2M 0.17%
119,608
100
$1.19M 0.17%
+121,700
2 3
4
5 6