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
251
$611K 0.06%
12,166
252
$608K 0.06%
2,553
+339
253
$606K 0.06%
1,984
+223
254
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255
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256
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6,428
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257
$600K 0.06%
26,162
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258
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259
$599K 0.06%
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260
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3,456
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261
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262
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20,457
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263
$583K 0.06%
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265
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3,351
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18,274
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269
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19,658
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270
$560K 0.06%
5,712
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271
$558K 0.06%
55,930
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272
$557K 0.06%
3,790
+620
273
$554K 0.06%
+21,964
274
$551K 0.06%
5,070
-2,185
275
$550K 0.06%
+26,246
9 10
11
12 13