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
$404K0.04%
+5,127
 New
+$404K
$402K0.04% 2,330
+13
+0.6%
+$2.24K
$401K0.04%
+9,178
 New
+$401K
$397K0.04% 1,150
-76
-6%
-$26.2K
$396K0.04% 10,739
+1,653
+18%
+$61K
$395K0.04% 6,217
+629
+11%
+$40K
$395K0.04% 16,699
+1,690
+11%
+$39.9K
$392K0.04% 11,232
-789
-7%
-$27.6K
$392K0.04% 4,017
+1,945
+94%
+$190K
$391K0.04% 1,601
+34
+2%
+$8.3K
$387K0.04% 7,250
+3,446
+91%
+$184K
$384K0.04% 15,675
+805
+5%
+$19.7K
$384K0.04%
+10,260
 New
+$384K
$384K0.04% 3,808––
$378K0.04% 2,863
+107
+4%
+$14.1K
$377K0.04%
+29,608
 New
+$377K
$376K0.04%
+8,567
 New
+$376K
$376K0.04% 1,066
+67
+7%
+$23.6K
$374K0.04% 2,208
+216
+11%
+$36.5K
$373K0.04% 10,935
+685
+7%
+$23.4K
$371K0.04% 3,973
-16,573
-81%
-$1.55M
$367K0.04%
+8,277
 New
+$367K
$362K0.04% 3,718
+79
+2%
+$7.7K
$355K0.04%
+13,506
 New
+$355K
$353K0.04%
+5,059
 New
+$353K
1 121314151622