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
$546K0.05%
+1,895
 New
+$546K
$540K0.05% 11,377
+1,077
+10%
+$51.1K
$535K0.05% 17,165
+4,392
+34%
+$137K
$534K0.05% 2,154
+654
+44%
+$162K
$534K0.05% 14,876
-133
-0.9%
-$4.77K
$530K0.05% 2,091
+498
+31%
+$126K
$529K0.05% 8,965
+116
+1%
+$6.84K
$515K0.05% 8,299
+1,050
+14%
+$65.2K
$513K0.05% 5,318
-6,225
-54%
-$601K
$510K0.05% 2,158
+131
+6%
+$30.9K
$510K0.05% 12,280
+240
+2%
+$9.96K
$503K0.05% 2,608
+398
+18%
+$76.8K
$502K0.05% 9,446
+2,775
+42%
+$148K
$500K0.05% 2,390
+718
+43%
+$150K
$499K0.05% 86,523
+9,117
+12%
+$52.6K
$499K0.05% 1,072
+93
+10%
+$43.3K
$498K0.05% 14,992
-5,536
-27%
-$184K
$496K0.05%
+20,048
 New
+$496K
$495K0.05%
+5,194
 New
+$495K
$486K0.05% 7,726
+623
+9%
+$39.2K
$480K0.05% 22,314
-2,699
-11%
-$58.1K
$479K0.05% 3,128
+332
+12%
+$50.9K
$471K0.05%
+10,063
 New
+$471K
$463K0.05% 3,800
+402
+12%
+$49K
$461K0.05% 1,539
+143
+10%
+$42.8K
1 101112131422