SI
Sava Infond Portfolio holdings
AUM
$640M
This Quarter Return
+21.32%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$640M
AUM Growth
+$640M
(+22%)
Cap. Flow
+$23.3M
Cap. Flow
% of AUM
3.65%
Top 10 Holdings %
Top 10 Hldgs %
47.61%
Holding
226
New
11
Increased
71
Reduced
48
Closed
10
Top Buys
1 |
Arista Networks
ANET
|
$4.75M |
2 |
Marvell Technology
MRVL
|
$4.18M |
3 |
Salesforce
CRM
|
$3.12M |
4 |
ServiceNow
NOW
|
$2.64M |
5 |
Alphabet (Google) Class A
GOOGL
|
$2.06M |
Top Sells
1 |
Microsoft
MSFT
|
$5M |
2 |
Apple
AAPL
|
$1.8M |
3 |
Berkshire Hathaway Class B
BRK.B
|
$1.53M |
4 |
Mercado Libre
MELI
|
$876K |
5 |
Tesla
TSLA
|
$794K |
Sector Composition
1 | Technology | 51.15% |
2 | Communication Services | 9.75% |
3 | Healthcare | 8.94% |
4 | Consumer Discretionary | 8.4% |
5 | Financials | 7.12% |