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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
IWDIshares Tr
Recent Activity
0.46%
$1.854M
9,766 shares@ $189.81 avg price
DGROIshares Tr
Recent Activity
0.41%
$1.66M
26,474 shares@ $62.69 avg price
BKBank New York Mellon Corp
Recent Activity
Decreased -11.93%
0.4%
$1.612M
22,436 shares@ $71.87 avg price
IJHIshares Tr
Recent Activity
Decreased -3.29%
0.38%
$1.548M
24,837 shares@ $62.33 avg price
KKRKkr & Co Inc
Recent Activity
Decreased -7.41%
0.36%
$1.451M
11,112 shares@ $130.59 avg price
GOOGAlphabet Inc
Recent Activity
0.31%
$1.264M
7,560 shares@ $167.19 avg price
XLKSelect Sector Spdr Tr
Recent Activity
0.28%
$1.139M
5,043 shares@ $225.77 avg price
ICLNIshares Tr
Recent Activity
Decreased -60.47%
0.27%
$1.071M
72,932 shares@ $14.69 avg price
VRTVertiv Holdings Co
Recent Activity
Increased 108.16%
0.26%
$1.054M
10,593 shares@ $99.5 avg price
AMDAdvanced Micro Devices Inc
Recent Activity
Decreased -11.59%
0.26%
$1.028M
6,266 shares@ $164.08 avg price