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
176
$447K 0.1%
+45,316
177
$446K 0.09%
+45,185
178
$442K 0.09%
43,108
-4,790
179
$439K 0.09%
+44,240
180
$439K 0.09%
43,278
-9,872
181
$437K 0.09%
21,918
182
$437K 0.09%
+43,820
183
$433K 0.09%
42,700
184
$428K 0.09%
+43,063
185
$428K 0.09%
+42,957
186
$425K 0.09%
32,872
-32,778
187
$415K 0.09%
18,163
+2,489
188
$411K 0.09%
+41,350
189
$396K 0.08%
38,627
-21,583
190
$394K 0.08%
38,208
-28,092
191
$393K 0.08%
+39,200
192
$389K 0.08%
6,670
+841
193
$389K 0.08%
39,162
-23,438
194
$383K 0.08%
+38,230
195
$382K 0.08%
37,403
-3,547
196
$379K 0.08%
+38,100
197
$370K 0.08%
+37,333
198
$369K 0.08%
36,524
-8,356
199
$368K 0.08%
36,456
+13,027
200
$368K 0.08%
35,918
-9,432