SAI

Savvy Advisors Inc Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$492M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$11.1M
3
+$10.9M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$9.05M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.9M

Top Sells

1
+$5.13M
2
+$2.85M
3
+$1.81M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.19M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$954K

Sector Composition

1 Technology 10.13%
2 Healthcare 5.89%
3 Consumer Staples 3.69%
4 Financials 3.53%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$365K 0.07%
7,513
+151
227
$365K 0.07%
2,720
+623
228
$364K 0.07%
2,098
+125
229
$358K 0.07%
5,518
+2,287
230
$352K 0.07%
7,061
+737
231
$351K 0.07%
6,397
+2,487
232
$349K 0.07%
14,189
233
$346K 0.07%
15,672
+3,444
234
$346K 0.07%
3,094
+531
235
$345K 0.07%
3,319
+735
236
$341K 0.07%
+2,495
237
$340K 0.07%
6,930
+171
238
$340K 0.07%
+3,140
239
$339K 0.07%
+2,886
240
$336K 0.07%
+969
241
$334K 0.07%
5,807
+898
242
$334K 0.07%
2,179
+492
243
$333K 0.07%
+1,613
244
$333K 0.07%
351
+44
245
$330K 0.07%
7,903
+1,934
246
$329K 0.07%
15,925
+4,388
247
$327K 0.07%
9,858
+691
248
$322K 0.07%
1,800
+200
249
$321K 0.07%
+648
250
$320K 0.07%
+5,447
8 9
10
11 12