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SI

Sava Infond Portfolio holdings

AUM $1.41B
1-Year Est. Return 69.95%
This Fund
S&P 500
This Quarter Est. Return
+21.32%
1 Year Est. Return
+69.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$640M
AUM Growth
+$116M
Cap. Flow
+$20.3M
Cap. Flow %
3.16%
Top 10 Hldgs %
47.61%
Holding
226
New
11
Increased
71
Reduced
48
Closed
10

Top Buys

Rank Stock Value
1
ANET icon
Arista Networks
ANET
+$4.02M
2
MRVL icon
Marvell Technology
MRVL
+$3.37M
3
CRM icon
Salesforce
CRM
+$3.06M
4
NOW icon
ServiceNow
NOW
+$2.42M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.92M

Top Sells

Rank Stock Value
1
MSFT icon
Microsoft
MSFT
+$4.36M
2
AAPL icon
Apple
AAPL
+$1.77M
3
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.6M
4
MELI icon
Mercado Libre
MELI
+$782K
5
TSLA icon
Tesla
TSLA
+$753K

Sector Composition

Rank Sector Weight
1 Technology 51.15%
2 Communication Services 9.75%
3 Healthcare 8.99%
4 Consumer Discretionary 8.4%
5 Financials 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
76
American Tower
AMT
$77.7B
$1.64M 0.26%
7,410
– –
NEE icon
77
NextEra Energy
NEE
$187B
$1.55M 0.24%
22,270
-1,350
-6% -$93.8K
WM icon
78
Waste Management
WM
$95.9B
$1.54M 0.24%
6,740
– –
MCD icon
79
McDonald's
MCD
$188B
$1.52M 0.24%
5,190
+610
+13% +$188K
NVO
80
Novo Nordisk
NVO
$216B
$1.35M 0.21%
19,600
-1,100
-5% -$74.8K
MMYT icon
81
MakeMyTrip
MMYT
$4.67B
$1.29M 0.2%
13,200
– –
PINS icon
82
Pinterest
PINS
$12.4B
$1.29M 0.2%
36,000
– –
XLI icon
83
State Street Industrial Select Sector SPDR ETF
XLI
$33.9B
$1.27M 0.2%
8,580
– –
SQM icon
84
Sociedad Química y Minera de Chile
SQM
$19.6B
$1.25M 0.2%
35,470
– –
KSA icon
85
iShares MSCI Saudi Arabia ETF
KSA
$647M
$1.19M 0.19%
31,000
– –
VEEV icon
86
Veeva Systems
VEEV
$30.3B
$1.17M 0.18%
4,070
– –
MDT icon
87
Medtronic
MDT
$107B
$1.09M 0.17%
12,500
– –
LOW icon
88
Lowe's Companies
LOW
$116B
$1.07M 0.17%
4,830
-1,500
-24% -$335K
DHR icon
89
Danaher
DHR
$135B
$1.05M 0.16%
5,300
+1,160
+28% +$225K
CEG icon
90
Constellation Energy
CEG
$98B
$1.03M 0.16%
3,200
+1,350
+73% +$357K
WIT icon
91
Wipro
WIT
$18.5B
$966K 0.15%
320,000
– –
TSLA icon
92
Tesla
TSLA
$1.24T
$942K 0.15%
2,965
-2,500
-46% -$753K
ITUB icon
93
Itaú Unibanco
ITUB
$91.3B
$941K 0.15%
142,758
– –
TME icon
94
Tencent Music
TME
$14.5B
$909K 0.14%
46,640
-900
-2% -$14.1K
KLAC icon
95
KLA
KLAC
$275B
$896K 0.14%
10,000
-500
-5% -$37.6K
COP icon
96
ConocoPhillips
COP
$147B
$892K 0.14%
9,945
+3,290
+49% +$296K
XLU icon
97
State Street Utilities Select Sector SPDR ETF
XLU
$24.1B
$866K 0.14%
21,200
– –
IHF icon
98
iShares US Healthcare Providers ETF
IHF
$1.18B
$834K 0.13%
17,150
+1,850
+12% +$91.1K
NU icon
99
Nu Holdings
NU
$68.1B
$823K 0.13%
+60,000
New +$718K
IXJ icon
100
iShares Global Healthcare ETF
IXJ
$4.11B
$797K 0.12%
9,260
+760
+9% +$65.4K
2 3
4
5 6

Similar funds

QC
Quent Capital New York $1.41B AUM 22.9% 1-Year Est. Return
EA
Efficient Advisors Mason, Ohio $1.41B AUM 13.81% 1-Year Est. Return
IAS
Insigneo Advisory Services Miami, Florida $1.41B AUM 27.46% 1-Year Est. Return
SCM
Spyglass Capital Management San Francisco, California $1.41B AUM 7.96% 1-Year Est. Return
EWS
Evergreen Wealth Solutions Williamsport, Pennsylvania $1.41B AUM 18.71% 1-Year Est. Return
TWM
Tradition Wealth Management Edina, Minnesota $1.41B AUM 19.71% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
CBA
Coastal Bridge Advisors Westport, Connecticut $1.41B AUM 24.15% 1-Year Est. Return

Sava Infond's Q2 2025 Portfolio in Review

As of Q2 2025, Sava Infond held 226 positions worth $640M, up 22% from $524M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Sava Infond deployed $20.3M of net new capital in Q2 2025, opening 11 new positions and adding to 71 existing holdings. Its largest new stake was Nu Holdings: 60,000 shares worth $823K.

By sector, the portfolio is most concentrated in Technology at 51% of assets, up from 46% a quarter earlier, followed by Communication Services and Healthcare.

On the sell side, the largest reduction was Microsoft, an estimated $4.36M trimmed.

  • Sava Infond's largest Q2 2025 buy was Nu Holdings: 60,000 shares worth $823K.
  • Sava Infond added most to Arista Networks in Q2 2025, an estimated $4.02M increase.
  • Sava Infond's biggest Q2 2025 reduction was Microsoft, cutting an estimated $4.36M.
  • Sava Infond fully exited Paychex in Q2 2025, selling an estimated $293K.
  • Sava Infond's ten largest holdings make up 48% of its $640M portfolio in Q2 2025.
  • Sava Infond opened 11 new positions and closed 10 in Q2 2025.
  • Sava Infond's portfolio value rose 22% quarter-over-quarter to $640M.

Based on Sava Infond's 13F filing for Q2 2025, filed 22 Jul 2025.