SA

Silversage Advisors Portfolio holdings

AUM $2.41M
1-Year Est. Return 46.55%
This Quarter Est. Return
1 Year Est. Return
+46.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.41M
AUM Growth
+$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$731K
2 +$597K
3 +$275K
4
TSLA icon
Tesla
TSLA
+$255K
5
VB icon
Vanguard Small-Cap ETF
VB
+$200K

Top Sells

1 +$53.8K

Sector Composition

1 Technology 36.18%
2 Consumer Discretionary 10.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IJH icon
1
iShares Core S&P Mid-Cap ETF
IJH
$99.5B
$731K 30.33%
+13,610
ADBE icon
2
Adobe
ADBE
$140B
$597K 24.77%
+1,019
IVV icon
3
iShares Core S&P 500 ETF
IVV
$678B
$352K 14.61%
818
-125
MSFT icon
4
Microsoft
MSFT
$3.85T
$275K 11.41%
+1,015
TSLA icon
5
Tesla
TSLA
$1.55T
$255K 10.58%
+1,125
VB icon
6
Vanguard Small-Cap ETF
VB
$67B
$200K 8.3%
+888