SAM
Satovsky Asset Management Portfolio holdings
AUM
$470M
1-Year Est. Return
10.39%
1 Year Est. Return
+10.39%
AUM
$447M
AUM Growth
+$9.93M
(+2.3%)
Holding
57
Top Buys
| 1 | +$17.5M | |
| 2 | +$1.61M | |
| 3 | +$865K | |
| 4 |
Dimensional International High Profitability ETF
DIHP
|
+$467K |
| 5 |
SPDR Portfolio MSCI Global Stock Market ETF
SPGM
|
+$369K |
Top Sells
| 1 | +$2.82M | |
| 2 | +$654K | |
| 3 | +$448K | |
| 4 |
Aecom
ACM
|
+$212K |
| 5 |
iShares Russell 1000 ETF
IWB
|
+$202K |
Sector Composition
| 1 | Financials | 6.47% |
| 2 | Technology | 3.83% |
| 3 | Communication Services | 1.29% |
| 4 | Consumer Discretionary | 0.92% |
| 5 | Healthcare | 0.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Mondelez International
MDLZ
$80.8B
| $218K | 0.05% |
3,216
-358
|
|
||
52
Oracle
ORCL
$830B
| $210K | 0.05% |
1,477
-24
|
|
||
53
Medtronic
MDT
$123B
| $205K | 0.05% |
+2,284
|
|
||
54
Vanguard Small-Cap Value ETF
VBR
$31B
| $201K | 0.05% |
1,079
+6
|
|
||
55
Alpha Tau Medical
DRTS
$319M
| $135K | 0.03% |
53,606
|
|
||
|
56
Aecom
ACM
$17.3B
| – | – |
-1,981
|
|
||
|
57
iShares Russell 1000 ETF
IWB
$44.7B
| – | – |
-626
|
|