SAM

Satovsky Asset Management Portfolio holdings

AUM $516M
1-Year Est. Return 13.66%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.66%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$131M
AUM Growth
+$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$3.84M
2
+$1.92M
3
+$1.03M
4
AAPL icon
Apple
AAPL
+$492K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$461K

Top Sells

1
+$32.7K
2
+$16.1K
3
+$6.94K

Sector Composition

1 Financials 11.89%
2 Technology 7.77%
3 Communication Services 3.04%
4 Consumer Discretionary 2.89%
5 Healthcare 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$231K 0.18%
8,167
-229
27
$228K 0.17%
1,377
28
$214K 0.16%
1,725
+8
29
$207K 0.16%
+3,312
30
$207K 0.16%
3,269
-500
1
2