SA

Silversage Advisors Portfolio holdings

AUM $2.41M
1-Year Est. Return 46.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+46.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$96.4M
AUM Growth
+$28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
33
New
Increased
Reduced
Closed

Top Buys

1
+$3.78M
2
+$1.26M
3
+$1.26M
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$1.07M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$394K

Top Sells

1
+$754K
2
+$518K
3
+$161K
4
ARKK icon
ARK Innovation ETF
ARKK
+$71.8K
5
HON icon
Honeywell
HON
+$4.31K

Sector Composition

1 Consumer Staples 3.62%
2 Technology 3.22%
3 Real Estate 1.24%
4 Industrials 0.58%
5 Financials 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$281K 0.29%
+1,979
27
$273K 0.28%
2,335
28
$259K 0.27%
1,120
-2,240
29
$257K 0.27%
+2,007
30
$251K 0.26%
4,030
-2,580
31
$234K 0.24%
+1,131
32
$225K 0.23%
+964
33
$202K 0.21%
+2,152
1
2