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
$691K0.07% 10,184
+1,360
+15%
+$92.3K
$687K0.07% 71,712
-2,749
-4%
-$26.3K
$686K0.07% 113,948
+6,145
+6%
+$37K
$684K0.07% 12,090
+2,483
+26%
+$140K
$679K0.07% 9,317
-3,885
-29%
-$283K
$678K0.07% 30,313
+7,501
+33%
+$168K
$667K0.07% 6,517
-229
-3%
-$23.5K
$667K0.07%
+9,079
 New
+$667K
$666K0.07%
+7,962
 New
+$666K
$662K0.07% 7,307
+2,525
+53%
+$229K
$660K0.07% 9,297
-164
-2%
-$11.6K
$652K0.07% 1,072
+317
+42%
+$193K
$649K0.07% 5,154
+1,041
+25%
+$131K
$647K0.07% 7,214
-129
-2%
-$11.6K
$646K0.07%
+6,419
 New
+$646K
$645K0.06% 2,919
+1,462
+100%
+$323K
$643K0.06% 5,756
+793
+16%
+$88.6K
$634K0.06% 25,025
-1,399
-5%
-$35.5K
$633K0.06% 117,727
+5,845
+5%
+$31.4K
$630K0.06%
+12,484
 New
+$630K
$630K0.06% 3,381
+1,994
+144%
+$371K
$623K0.06% 26,674
+93
+0.4%
+$2.17K
$618K0.06% 5,071
+1,695
+50%
+$207K
$613K0.06% 7,605
-38
-0.5%
-$3.07K
$612K0.06% 16,804
-731
-4%
-$26.6K
1 8910111222