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Silversage Advisors Portfolio holdings
AUM
$2.41M
1-Year Est. Return
46.55%
This Fund
S&P 500
This Quarter
Est. Return
+7.18%
1 Year Est. Return
+46.55%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$94.7M
AUM Growth
–
Cap. Flow
+$91.2M
Cap. Flow
% of AUM
96.37%
Top 10 Holdings %
Top 10 Hldgs %
82.34%
Holding
32
New
32
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$24.2M |
| 2 |
State Street SPDR S&P Dividend ETF
SDY
|
+$15.8M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$8.02M |
| 4 |
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
|
+$6.13M |
| 5 |
iShares Morningstar Mid-Cap ETF
IMCB
|
+$4.98M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 3.78% |
| 2 | Technology | 3.08% |
| 3 | Real Estate | 1.2% |
| 4 | Industrials | 0.58% |
| 5 | Financials | 0.57% |
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Silversage Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Silversage Advisors, which disclosed 32 positions worth $94.7M. Its ten largest holdings account for 82% of the portfolio.
Its largest position is iShares Core S&P 500 ETF: 78,302 shares worth $25.3M.
By sector, the portfolio is most concentrated in Consumer Staples at 3.8% of assets, followed by Technology and Real Estate.
- Silversage Advisors's largest Q4 2019 buy was iShares Core S&P 500 ETF: 78,302 shares worth $25.3M.
- Silversage Advisors's ten largest holdings make up 82% of its $94.7M portfolio in Q4 2019.
- Silversage Advisors disclosed 32 positions in Q4 2019, its first 13F filing on record.
Based on Silversage Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.