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
301
$236K 0.05%
+6,535
302
$235K 0.05%
1,613
+4
303
$234K 0.05%
11,629
+55
304
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+1,135
305
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306
$233K 0.05%
+6,916
307
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+8,513
308
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1,184
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309
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414
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310
$229K 0.05%
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311
$229K 0.05%
+9,492
312
$226K 0.05%
5,370
+55
313
$226K 0.05%
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314
$225K 0.05%
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315
$222K 0.05%
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316
$221K 0.04%
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317
$220K 0.04%
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320
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321
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322
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323
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3,184
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324
$215K 0.04%
15,785
-10,643
325
$215K 0.04%
1,247
-58
11 12
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