SAVN

$8.80-$0.01 (-0.11%)prev close

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Change$-1.28

Fair-value model

Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.

Years of analysisAssumption entries

Analyst estimates unavailable for this ticker.

Held by

portfolios on TandT

Bookmarked by

users

Avg position size

—

of holders' portfolios

13F filers

institutions

Sector

Asset Management - Income

Peer comparison

Symbol	Price	Today	Mkt cap	P/E
SAVNLifeGoal Conservative Wealth Builder ETF	$8.79	+0.04%	$3M	—
BECOBlackRock Future Climate and Sustainable Economy ETF	$20.70	+0.12%	$3M	—
CRITOptica Rare Earths & Critical Materials ETF	$16.08	-0.50%	$3M	—
KLNEDirexion Daily Global Clean Energy Bull 2X Shares	$6.28	+0.00%	$3M	—
MPAYAkros Monthly Payout ETF	$24.12	+0.08%	$3M	—
ORFNConstrained Capital ESG Orphans ETF	$19.34	+0.18%	$3M	—
RTYDSimplify US Small Cap PLUS Downside Convexity ETF	$18.58	+1.07%	$3M	—

Source: Financial Modeling Prep · peers by sector/industry

Fund

The fund is designed to assist investors general savings goals. Under normal market conditions, the fund will invest its assets within the following ranges: 70-95% of its assets in fixed income and cash and cash equivalents, 0-25% of its assets in equities, and 0-35% of its assets in a combination of underlying funds providing exposure to commodities and high yield debt securities. The adviser seeks to emphasize exposure to fixed income, in order to avoid excessive volatility of returns.

Expense ratio: 0.34%
Assets: $3M
Holdings: 2
Inception: 2021-09-08
Issuer: LifeGoal Investments

Top constituents

top 1 · 101% of the fund

Name	Weight
D	101.29%

LifeGoal Conservative Wealth Builder ETF

This fund is structured to help investors meet their overarching savings objectives. Under typical market conditions, its portfolio allocation generally adheres to specific ranges: a substantial 70% to 95% of its assets are committed to fixed income and liquid cash or cash equivalents. Equity holdings may comprise up to 25% of the portfolio, while an additional 0% to 35% can be allocated to underlying funds that provide exposure to commodities and high-yield debt securities. The investment adviser deliberately emphasizes fixed income allocations to reduce excessive volatility and promote more stable returns.

IPO / List date: Sep 8, 2021

Held by traders on TradeandTell

No one on the platform currently holds SAVN.

Super investors & insiders

Institutions holding (13F)

No tracked institution reports a position in SAVN as of their last filing.

Insider activity (SEC Form 4)

No recent Form 4 filings on EDGAR — either no insider transactions reported recently or this isn't a SEC-registered issuer.

Insider activity (SEC Form 4)

Recent trades on TradeandTell

No one on the platform has traded SAVN yet.