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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
76
$2.57M 0.15%
9,213
+2,519
77
$2.49M 0.14%
8,823
+1,184
78
$2.49M 0.14%
64,523
79
$2.43M 0.14%
18,142
+1,808
80
$2.4M 0.14%
28,640
+2,782
81
$2.4M 0.14%
33,017
+334
82
$2.4M 0.14%
31,512
83
$2.3M 0.13%
25,030
-20,606
84
$2.28M 0.13%
7,580
+1,149
85
$2.25M 0.13%
10,797
-223
86
$2.19M 0.13%
7,113
+4,791
87
$2.18M 0.12%
33,510
+20,269
88
$2.17M 0.12%
206,367
+196,116
89
$2.1M 0.12%
163,808
90
$2.08M 0.12%
6,269
+1,222
91
$2.08M 0.12%
31,329
+4,839
92
$2.07M 0.12%
24,725
+4,276
93
$2.07M 0.12%
1,771
+363
94
$2.02M 0.12%
47,171
-1,800
95
$2.01M 0.12%
21,487
-15,709
96
$2M 0.11%
12,322
+2,950
97
$1.94M 0.11%
4,093
+916
98
$1.94M 0.11%
+25,600
99
$1.92M 0.11%
11,486
+1,876
100
$1.91M 0.11%
67,571
+15,297
2 3
4
5 6