SA
Silversage Advisors Portfolio holdings
AUM
$2.41M
1-Year Est. Return
46.55%
This Fund
S&P 500
1 Year Est. Return
+46.55%
AUM
$2.41M
AUM Growth
+$2.04M
(+543%)
Holding
6
Top Buys
| 1 | +$735K | |
| 2 | +$525K | |
| 3 | +$258K | |
| 4 |
Tesla
TSLA
|
+$244K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$197K |
Sector Composition
| 1 | Technology | 36.18% |
| 2 | Consumer Discretionary | 10.58% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
iShares Core S&P Mid-Cap ETF
IJH
$105B
| $731K | 30.33% |
+13,610
|
|
||
2
Adobe
ADBE
$102B
| $597K | 24.77% |
+1,019
|
|
||
3
iShares Core S&P 500 ETF
IVV
$720B
| $352K | 14.61% |
818
-125
|
|
||
4
Microsoft
MSFT
$2.94T
| $275K | 11.41% |
+1,015
|
|
||
|
5
Tesla
TSLA
$1.47T
| $255K | 10.58% |
+1,125
|
|
||
|
6
Vanguard Small-Cap ETF
VB
$69.9B
| $200K | 8.3% |
+888
|
|