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Home > Institutional Investor > Satovsky Asset Management Llc > Profile

Instuitional Investor - Satovsky Asset Management Llc

Fund Profile
Filing Period:
Fund Name: Satovsky Asset Management Llc
Portfolio Value $321,307,630
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 179,684 $85,822,259 26.71%
2.
American Centy Etf Tr
 616,944 $55,401,538 17.24%
3.
Vanguard Malvern Fds
 1,053,969 $50,052,986 15.57%
4.
Dimensional Etf Trust
 898,961 $23,067,337 7.17%
5.
Berkshire Hathaway Inc
 BRK.A 53,947 $19,240,559 5.98%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)