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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
KANTKineta Inc
| 0% | $9,391 17,696 shares@ $0.54 avg price | Exited |