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
276
$268K 0.05%
+5,923
277
$267K 0.05%
+5,240
278
$267K 0.05%
25,318
+2,913
279
$266K 0.05%
526
+54
280
$266K 0.05%
+3,465
281
$265K 0.05%
3,595
+373
282
$265K 0.05%
3,558
+59
283
$262K 0.05%
+1,367
284
$259K 0.05%
+2,249
285
$258K 0.05%
+3,856
286
$258K 0.05%
1,283
-761
287
$255K 0.05%
+10,857
288
$253K 0.05%
8,692
+876
289
$253K 0.05%
1,854
+233
290
$252K 0.05%
3,215
+228
291
$252K 0.05%
5,681
+234
292
$251K 0.05%
3,733
+568
293
$250K 0.05%
+4,823
294
$250K 0.05%
+59
295
$248K 0.05%
+6,663
296
$246K 0.05%
+590
297
$245K 0.05%
10,310
-2,204
298
$244K 0.05%
1,608
-1,350
299
$242K 0.05%
5,843
300
$238K 0.05%
+1,324
10 11
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