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
201
$363K 0.08%
4,401
202
$363K 0.08%
33,513
-18,717
203
$360K 0.08%
9,950
+2,864
204
$358K 0.08%
7,408
-2,229
205
$358K 0.08%
35,450
206
$357K 0.08%
+1,890
207
$353K 0.08%
3,570
208
$347K 0.07%
+4,835
209
$344K 0.07%
+34,200
210
$342K 0.07%
+2,420
211
$340K 0.07%
+34,090
212
$338K 0.07%
31,561
-15,689
213
$337K 0.07%
+33,849
214
$332K 0.07%
1,799
+690
215
$332K 0.07%
+5,702
216
$330K 0.07%
+33,366
217
$330K 0.07%
+33,050
218
$329K 0.07%
+33,100
219
$328K 0.07%
+32,800
220
$327K 0.07%
+32,800
221
$325K 0.07%
+32,910
222
$325K 0.07%
26,248
+5,148
223
$320K 0.07%
+32,450
224
$319K 0.07%
+32,355
225
$316K 0.07%
+32,044