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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
176
$907K 0.05%
22,886
177
$903K 0.05%
9,461
-495
178
$896K 0.05%
15,787
+634
179
$893K 0.05%
10,552
+857
180
$887K 0.05%
2,494
+393
181
$880K 0.05%
8,165
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182
$878K 0.05%
2,922
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183
$878K 0.05%
18,217
-1,161
184
$874K 0.05%
16,970
+142
185
$867K 0.05%
1,738
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186
$864K 0.05%
9,138
-387
187
$859K 0.05%
2,034
+862
188
$859K 0.05%
6,234
189
$859K 0.05%
2,610
+313
190
$849K 0.05%
7,724
+1,017
191
$842K 0.05%
40,258
-7,209
192
$829K 0.05%
24,713
+4,583
193
$807K 0.05%
15,845
-17,200
194
$802K 0.05%
6,608
-520
195
$800K 0.05%
2,835
-327
196
$800K 0.05%
16,793
197
$793K 0.05%
13,394
198
$786K 0.05%
2,008
+603
199
$762K 0.04%
13,330
-786
200
$761K 0.04%
1,786
+546
6 7
8
9 10