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
$1.17B
AUM Growth
+$91.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
502
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.21M
3
+$2.09M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.64M
5
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$1.4M

Top Sells

1
+$4.02M
2
+$2.14M
3
+$573K
4
UYLD icon
Angel Oak UltraShort Income ETF
UYLD
+$552K
5
TBIL
US Treasury 3 Month Bill ETF
TBIL
+$491K

Sector Composition

1 Technology 9.33%
2 Financials 7.89%
3 Industrials 3.03%
4 Healthcare 2.81%
5 Consumer Discretionary 2.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
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202
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213
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223
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224
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410
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225
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302
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