Silversage Advisors 13F annual report
Silversage Advisors is an investment fund managing more than $375 thousand ran by Kristin Evans. There is currently 1 company in Mrs. Evans’s portfolio. The largest and only investment include Ishares Tr worth $375 thousand.
$375 thousand Assets Under Management (AUM)
As of 17th May 2021, Silversage Advisors’s top holding is 943 shares of Ishares Tr currently worth over $375 thousand and making up 100.0% of the portfolio value.
Currently, Silversage Advisors's portfolio is worth at least $375 thousand. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Silversage Advisors
The Silversage Advisors office and employees reside in Irvine, California. According to the last 13-F report filed with the SEC, Kristin Evans serves as the Investment Portfolio Associate at Silversage Advisors.
Recent trades
There are companies that Silversage Advisors is getting rid of from its portfolio.
Silversage Advisors closed its position in Spdr Ser Tr on 24th May 2021.
It sold the previously owned 62,095 shares for $5.74 million.
Kristin Evans also disclosed a decreased stake in Ishares Tr by 1.0%.
This leaves the value of the investment at $375 thousand and 943 shares.
One of the smallest hedge funds
The two most similar investment funds to Silversage Advisors are American Express and Parplus Partners. They manage $390 thousand and $343 thousand respectively.
The complete list of Silversage Advisors trades based on 13F SEC filings
These positions were updated on May 24th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Ser Tr |
Closed
62,095
|
$5,738,000 | |
| Ishares Tr |
Closed
53,015
|
$4,904,000 | |
| Select Sector Spdr Tr |
Closed
46,605
|
$5,064,000 | |
| Microsoft Corporation |
Closed
2,610
|
$549,000 | |
| Ark Etf Tr |
Closed
5,803
|
$534,000 | |
| Apple Inc |
Closed
4,096
|
$474,000 | |
| Spdr S&p 500 Etf Tr |
Closed
1,133
|
$379,000 | |
| Ishares Tr |
96.86%
943
|
$375,000 | 100.00% |
| No transactions found | |||
| Showing first 500 out of 8 holdings | |||
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