SAI

Savvy Advisors Inc Portfolio holdings

AUM $994M
This Quarter Return
-1.47%
1 Year Return
+10.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$994M
AUM Growth
+$163M
Cap. Flow
+$181M
Cap. Flow %
18.21%
Top 10 Hldgs %
35.47%
Holding
540
New
90
Increased
314
Reduced
93
Closed
22

Top Buys

1
$13.8M
2
$13.7M
3
$9.08M
4
$6.67M
5
$6.26M

Top Sells

1
$5.73M
2
$4.22M
3
$3.54M
4
$2.03M
5
$1.55M

Sector Composition

1Technology16.01%
2Financials4.96%
3Healthcare4.42%
4Consumer Staples3.29%
5Consumer Discretionary3.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$71.3M7.17% 657,991
+15,586
+2%
+$1.69M
$60.3M6.06% 117,290
-2,260
-2%
-$1.16M
$43.2M4.34% 937,531
+297,383
+46%
+$13.7M
$40.2M4.04% 1,826,172
+234,836
+15%
+$5.16M
$31.4M3.16% 141,322
+28,186
+25%
+$6.26M
$27.9M2.8% 493,335
+160,705
+48%
+$9.08M
$22.5M2.26% 899,049
+551,134
+158%
+$13.8M
$21.7M2.18% 57,688
+11,728
+26%
+$4.4M
$18.6M1.87% 107,732
+38,586
+56%
+$6.67M
$15.8M1.59% 520,448
+7,263
+1%
+$220K
$14.5M1.46% 487,868
+58,052
+14%
+$1.73M
$14.2M1.43% 83,364
+10,565
+15%
+$1.8M
$14.1M1.42% 45,408
+2,468
+6%
+$769K
$13M1.31% 68,433
+13,640
+25%
+$2.6M
$11.6M1.16% 115,758
-10,509
-8%
-$1.05M
$10.8M1.08% 52,108
+6,097
+13%
+$1.26M
$9.98M1% 36,313
+218
+0.6%
+$59.9K
$8.71M0.88% 394,266
-1,504
-0.4%
-$33.2K
$8.51M0.86% 15,204
+8,423
+124%
+$4.71M
$8.21M0.83% 77,891
+8,929
+13%
+$941K
$7.94M0.8% 76,498
+58,469
+324%
+$6.07M
$7.91M0.8% 14,844
+4,173
+39%
+$2.22M
$7.81M0.79% 16,654
+5,123
+44%
+$2.4M
$7.74M0.78% 196,649
+49,403
+34%
+$1.95M
$7.64M0.77% 13,589
+6,806
+100%
+$3.82M
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