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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
201
$760K 0.04%
3,773
-576
202
$752K 0.04%
2,035
+59
203
$750K 0.04%
8,359
+3,186
204
$742K 0.04%
1,218
+49
205
$738K 0.04%
10,969
+1,273
206
$733K 0.04%
4,115
-378
207
$718K 0.04%
7,539
+4,280
208
$710K 0.04%
9,414
-64
209
$709K 0.04%
1,190
210
$708K 0.04%
731
+214
211
$702K 0.04%
1,998
+1,061
212
$701K 0.04%
+22,246
213
$700K 0.04%
+13,480
214
$692K 0.04%
1,640
-94
215
$688K 0.04%
7,051
-629
216
$687K 0.04%
26,957
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217
$686K 0.04%
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-50
218
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5,954
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219
$661K 0.04%
2,163
+96
220
$657K 0.04%
2,240
-223
221
$654K 0.04%
20,817
-459
222
$652K 0.04%
28,000
223
$646K 0.04%
5,784
+2,317
224
$635K 0.04%
3,386
+469
225
$627K 0.04%
1,812
+83
7 8
9
10 11