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
126
$649K 0.14%
+63,260
127
$641K 0.14%
+64,520
128
$637K 0.14%
+64,150
129
$635K 0.13%
+63,800
130
$634K 0.13%
62,700
131
$633K 0.13%
6,140
+1,020
132
$627K 0.13%
1,686
+365
133
$623K 0.13%
11,828
+6,738
134
$614K 0.13%
61,720
135
$603K 0.13%
+60,810
136
$599K 0.13%
+7,475
137
$595K 0.13%
108,380
138
$591K 0.13%
+59,316
139
$586K 0.12%
9,160
+3,060
140
$582K 0.12%
1,462
+116
141
$582K 0.12%
+58,150
142
$579K 0.12%
+58,440
143
$574K 0.12%
+9,162
144
$571K 0.12%
+57,344
145
$570K 0.12%
56,749
-13,301
146
$562K 0.12%
+56,200
147
$547K 0.12%
5,937
+31
148
$546K 0.12%
+10,497
149
$541K 0.11%
10,150
+7,672
150
$540K 0.11%
+50,852