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David Savir

@Element Pointe Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$411.075MTotal holdings68
Assets growth rate4.23%Assets growth rate (2-Q avg)1%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Element Pointe Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Element Pointe Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 411.075M in assets, with a quarterly growth rate of 4.23% and a 2-quarter average growth rate of 1%. The portfolio is managed by David Savir, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
EWWIshares Inc
Recent Activity
New Position
0.15%
$576,845
10,740 shares@ $53.71 avg price
ENPHEnphase Energy Inc
Recent Activity
New Position
0.11%
$426,537
3,774 shares@ $113.02 avg price
LENLennar Corp
Recent Activity
New Position
0.1%
$382,834
2,042 shares@ $187.48 avg price
RYLDGlobal X Fds
Recent Activity
New Position
0.05%
$182,026
11,264 shares@ $16.16 avg price