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
326
$214K 0.04%
+1,732
327
$211K 0.04%
+2,711
328
$211K 0.04%
+3,624
329
$210K 0.04%
+6,506
330
$210K 0.04%
+2,689
331
$209K 0.04%
+1,761
332
$209K 0.04%
+2,128
333
$207K 0.04%
4,980
-20
334
$206K 0.04%
+2,740
335
$205K 0.04%
+2,789
336
$204K 0.04%
1,724
-2,583
337
$202K 0.04%
+4,323
338
$172K 0.03%
80,693
+4,000
339
$121K 0.02%
+10,838
340
$64.1K 0.01%
+10,953
341
$61.4K 0.01%
+24,761
342
$56.8K 0.01%
18,201
-155
343
$55.3K 0.01%
+23,146
344
$52.8K 0.01%
+21,623
345
$51.9K 0.01%
+18,590
346
$45.9K 0.01%
18,810
347
$22.4K ﹤0.01%
16,000
348
$13.9K ﹤0.01%
10,000
349
$9.4K ﹤0.01%
750
350
$3.4K ﹤0.01%
1,489
11 12 13
14
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