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
276
$546K 0.05%
+1,895
277
$540K 0.05%
11,377
+1,077
278
$535K 0.05%
17,165
+4,392
279
$534K 0.05%
2,154
+654
280
$534K 0.05%
14,876
-133
281
$530K 0.05%
2,091
+498
282
$529K 0.05%
8,965
+116
283
$515K 0.05%
8,299
+1,050
284
$513K 0.05%
5,318
-6,225
285
$510K 0.05%
2,158
+131
286
$510K 0.05%
12,280
+240
287
$503K 0.05%
2,608
+398
288
$502K 0.05%
9,446
+2,775
289
$500K 0.05%
2,390
+718
290
$499K 0.05%
86,523
+9,117
291
$499K 0.05%
1,072
+93
292
$498K 0.05%
14,992
-5,536
293
$496K 0.05%
+20,048
294
$495K 0.05%
+5,194
295
$486K 0.05%
7,726
+623
296
$480K 0.05%
22,314
-2,699
297
$479K 0.05%
3,128
+332
298
$471K 0.05%
+10,063
299
$463K 0.05%
3,800
+402
300
$461K 0.05%
1,539
+143
10 11
12
13 14