SAI

Savvy Advisors Inc Portfolio holdings

AUM $2.18B
1-Year Est. Return 21.78%
This Quarter Est. Return
1 Year Est. Return
+21.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.7M
3
+$9.08M
4
VTV icon
Vanguard Value ETF
VTV
+$6.67M
5
AAPL icon
Apple
AAPL
+$6.26M

Top Sells

1
+$5.73M
2
+$3.54M
3
+$2.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.16M

Sector Composition

1 Technology 16.01%
2 Financials 4.96%
3 Healthcare 4.42%
4 Consumer Staples 3.29%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$691K 0.07%
10,184
+1,360
227
$687K 0.07%
71,712
-2,749
228
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113,948
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229
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+2,483
230
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231
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30,313
+7,501
232
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233
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234
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235
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236
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238
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5,154
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239
$647K 0.07%
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241
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243
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25,025
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244
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117,727
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245
$630K 0.06%
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246
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3,381
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247
$623K 0.06%
26,674
+93
248
$618K 0.06%
5,071
+1,695
249
$613K 0.06%
7,605
-38
250
$612K 0.06%
16,804
-731
8 9
10
11 12