SAM

Satovsky Asset Management Portfolio holdings

AUM $470M
1-Year Est. Return 10.39%
This Quarter Est. Return
1 Year Est. Return
+10.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$6.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$2.59M
2 +$313K
3 +$242K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$218K
5
MSFT icon
Microsoft
MSFT
+$19.3K

Top Sells

1 +$1.47M
2 +$369K
3 +$224K
4
IAU icon
iShares Gold Trust
IAU
+$113K
5
UNH icon
UnitedHealth
UNH
+$94.6K

Sector Composition

1 Financials 11.4%
2 Technology 7.46%
3 Communication Services 2.73%
4 Consumer Discretionary 2.09%
5 Healthcare 1.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$218K 0.19%
+549
27
$203K 0.18%
1,717
+9
28
-2,900