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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
101
$1.86M 0.11%
24,662
+9,359
102
$1.85M 0.11%
10,855
+5,051
103
$1.84M 0.11%
2,312
+46
104
$1.77M 0.1%
14,327
+2,092
105
$1.74M 0.1%
17,141
+4,550
106
$1.73M 0.1%
10,717
+1,355
107
$1.73M 0.1%
12,914
+7,627
108
$1.73M 0.1%
3,562
+982
109
$1.72M 0.1%
18,047
110
$1.7M 0.1%
5,610
+832
111
$1.67M 0.1%
+11,476
112
$1.65M 0.09%
5,550
-88
113
$1.65M 0.09%
3,454
+317
114
$1.62M 0.09%
6,442
+1,645
115
$1.61M 0.09%
32,203
116
$1.6M 0.09%
+162,974
117
$1.53M 0.09%
42,634
118
$1.53M 0.09%
19,066
+13,190
119
$1.5M 0.09%
15,830
+4,355
120
$1.49M 0.09%
7,295
-173
121
$1.46M 0.08%
10,373
+2,011
122
$1.42M 0.08%
14,756
123
$1.42M 0.08%
33,080
124
$1.42M 0.08%
6,938
+921
125
$1.4M 0.08%
31,772
+5,754
3 4
5
6 7