Silversage Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$735K |
| 2 |
Adobe
ADBE
|
+$525K |
| 3 |
Microsoft
MSFT
|
+$258K |
| 4 |
Tesla
TSLA
|
+$244K |
| 5 |
Vanguard Morningstar Small-Cap ETF
VB
|
+$197K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$52.4K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 53.24% |
| 2 | Technology | 36.18% |
| 3 | Consumer Discretionary | 10.58% |
No holdings matched the selected filter criteria.
Similar funds
Silversage Advisors's Q2 2021 Portfolio in Review
As of Q2 2021, Silversage Advisors held 6 positions worth $2.41M, up 543% from $375K the previous quarter. Its ten largest holdings account for 100% of the portfolio.
Silversage Advisors deployed $1.91M of net new capital in Q2 2021, opening 5 new positions. Its largest new stake was iShares Core S&P Mid-Cap ETF: 13,610 shares worth $731K.
By sector, the portfolio is most concentrated in Miscellaneous at 53% of assets, followed by Technology and Consumer Discretionary.
On the sell side, the largest reduction was iShares Core S&P 500 ETF, an estimated $52.4K trimmed.
- Silversage Advisors's largest Q2 2021 buy was iShares Core S&P Mid-Cap ETF: 13,610 shares worth $731K.
- Silversage Advisors's biggest Q2 2021 reduction was iShares Core S&P 500 ETF, cutting an estimated $52.4K.
- Silversage Advisors's ten largest holdings make up 100% of its $2.41M portfolio in Q2 2021.
- Silversage Advisors opened 5 new positions and closed 0 in Q2 2021.
- Silversage Advisors's portfolio value rose 543% quarter-over-quarter to $2.41M.
Based on Silversage Advisors's 13F filing for Q2 2021, filed 10 Aug 2021.