Silversage Advisors
Filing Date
Global Rank
#5,859
/ 5,923
▼ 655
Top Industry
Software - Application
62.4%
3Y Alpha vs SPY
-30.1%
Period ended 4 years ago
Filed Aug 10, 2021 · 4y
4 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
-25.4%
SPY
+76.3%
Annualised alpha
-30.1%
Max drawdown
−41.0%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
3 positions · as of Jun 30, 2021 · Δ vs Sep 30, 2020Top Position
62.4%
+23.2 pts
Top 5
100.0%
0.0 pts
Top 10
100.0%
0.0 pts
HHI
4,796
Highly concentrated+1,389
Portfolio Trend
4 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2021| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 91.1% | $871,730 |
| Consumer Cyclical | 8.9% | $84,962 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increasedNo qualifying positions this quarter.
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| MSFT | Microsoft Corp | −1,595 | 1,015 | $274,963 | |
| No positions match the current search. | |||||
3 positions ·
$956,692 total
· as of Jun 30, 2021
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ADBE |
Adobe Inc.
Technology
|
NEW | 1,019 | $596,767 | 62.38% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 1,015 | $274,963 | 28.74% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
NEW | 375 | $84,962 | 8.88% |