SA
Silversage Advisors Portfolio holdings
AUM
$2.41M
This Quarter Return
+10.23%
1 Year Return
+46.55%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$2.41M
AUM Growth
+$2.41M
(+543%)
Cap. Flow
+$2M
Cap. Flow
% of AUM
83.16%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
5
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$731K |
| 2 |
Adobe
ADBE
|
$597K |
| 3 |
Microsoft
MSFT
|
$275K |
| 4 |
Tesla
TSLA
|
$255K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$200K |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$53.8K |
Sector Composition
| 1 | Technology | 36.18% |
| 2 | Consumer Discretionary | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $731K | 30.33% | +2,722 | New | +$731K |
|
|
2
Adobe
ADBE
$151B
| $597K | 24.77% | +1,019 | New | +$597K |
|
|
3
iShares Core S&P 500 ETF
IVV
$662B
| $352K | 14.61% | 818 -125 | -13% | -$53.8K |
|
|
4
Microsoft
MSFT
$3.77T
| $275K | 11.41% | +1,015 | New | +$275K |
|
|
5
Tesla
TSLA
$1.08T
| $255K | 10.58% | +375 | New | +$255K |
|
|
6
Vanguard Small-Cap ETF
VB
$66.4B
| $200K | 8.3% | +888 | New | +$200K |
|