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
301
$458K 0.05%
1,871
+393
302
$454K 0.05%
3,861
+454
303
$454K 0.05%
3,673
+10
304
$451K 0.05%
6,127
305
$451K 0.05%
4,886
+1,745
306
$450K 0.05%
764
+254
307
$448K 0.05%
3,864
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308
$447K 0.04%
10,955
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309
$441K 0.04%
13,526
+2,006
310
$438K 0.04%
2,841
-102
311
$437K 0.04%
2,322
+1,157
312
$437K 0.04%
5,811
-23
313
$433K 0.04%
3,842
+1,226
314
$433K 0.04%
2,965
+187
315
$431K 0.04%
6,312
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316
$428K 0.04%
8,628
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317
$425K 0.04%
+6,518
318
$421K 0.04%
6,951
-925
319
$420K 0.04%
1,542
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320
$414K 0.04%
3,720
+490
321
$409K 0.04%
+15,783
322
$408K 0.04%
+3,826
323
$407K 0.04%
+10,480
324
$406K 0.04%
3,242
+394
325
$405K 0.04%
798
+285
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