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
151
$527K 0.11%
52,550
152
$525K 0.11%
49,622
-37,430
153
$519K 0.11%
+52,580
154
$519K 0.11%
+51,460
155
$517K 0.11%
+51,970
156
$511K 0.11%
9,146
+4,228
157
$501K 0.11%
48,889
-26,185
158
$500K 0.11%
+50,380
159
$499K 0.11%
+4,956
160
$496K 0.11%
45,979
-7,671
161
$492K 0.1%
+2,268
162
$489K 0.1%
+49,090
163
$486K 0.1%
47,700
164
$484K 0.1%
8,938
+2,722
165
$481K 0.1%
6,542
+1,012
166
$474K 0.1%
+48,150
167
$470K 0.1%
12,545
168
$470K 0.1%
+47,000
169
$469K 0.1%
1,886
+297
170
$467K 0.1%
+46,780
171
$464K 0.1%
+4,620
172
$464K 0.1%
37,515
-36,292
173
$460K 0.1%
10,598
174
$459K 0.1%
3,824
+109
175
$456K 0.1%
6,112
+2,012