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
$307M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.18M
3
+$5.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.85M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$4.41M

Top Sells

1
+$819K
2
+$815K
3
+$491K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$394K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$350K

Sector Composition

1 Technology 12.03%
2 Healthcare 6.89%
3 Financials 3.65%
4 Consumer Staples 3.55%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$240K 0.08%
12,026
-898
252
$239K 0.08%
+1,378
253
$239K 0.08%
+619
254
$238K 0.08%
3,231
+399
255
$237K 0.08%
+3,297
256
$236K 0.08%
5,681
+228
257
$236K 0.08%
+11,537
258
$236K 0.08%
+1,212
259
$234K 0.08%
+5,969
260
$232K 0.08%
+1,495
261
$232K 0.08%
+5,447
262
$232K 0.08%
+894
263
$232K 0.08%
5,252
-245
264
$229K 0.07%
+2,356
265
$229K 0.07%
2,563
+42
266
$228K 0.07%
+966
267
$227K 0.07%
+7,816
268
$225K 0.07%
+1,924
269
$225K 0.07%
4,781
+259
270
$224K 0.07%
5,843
271
$223K 0.07%
+8,000
272
$223K 0.07%
5,230
273
$222K 0.07%
1,609
274
$222K 0.07%
+1,621
275
$222K 0.07%
+2,987
9 10
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