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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
126
$1.39M 0.08%
4,927
-222
127
$1.39M 0.08%
4,310
+1,103
128
$1.38M 0.08%
17,160
-265
129
$1.38M 0.08%
9,830
130
$1.37M 0.08%
1,269
+132
131
$1.36M 0.08%
7,405
+165
132
$1.35M 0.08%
7,321
-93
133
$1.33M 0.08%
9,202
+1,561
134
$1.28M 0.07%
5,392
+587
135
$1.28M 0.07%
8,022
+309
136
$1.27M 0.07%
12,949
+3,267
137
$1.26M 0.07%
7,506
+1,185
138
$1.24M 0.07%
10,263
+254
139
$1.24M 0.07%
2,011
+89
140
$1.18M 0.07%
4,801
-107
141
$1.18M 0.07%
4,788
+464
142
$1.18M 0.07%
1,724
+54
143
$1.18M 0.07%
8,065
+1,918
144
$1.17M 0.07%
5,909
+141
145
$1.17M 0.07%
5,400
+250
146
$1.16M 0.07%
3,053
147
$1.15M 0.07%
6,926
+1,173
148
$1.15M 0.07%
4,869
+432
149
$1.15M 0.07%
7,796
+4
150
$1.13M 0.06%
11,242
-2,156
4 5
6
7 8