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
$375K
AUM Growth
-$941K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$392K
2 +$378K
3 +$214K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$679B
$375K 100%
943
-987
ARKK icon
2
ARK Innovation ETF
ARKK
$9.21B
-1,721
SDY icon
3
State Street SPDR S&P Dividend ETF
SDY
$19.7B
-3,568