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
326
$404K 0.04%
+5,127
327
$402K 0.04%
2,330
+13
328
$401K 0.04%
+9,178
329
$397K 0.04%
1,150
-76
330
$396K 0.04%
10,739
+1,653
331
$395K 0.04%
6,217
+629
332
$395K 0.04%
16,699
+1,690
333
$392K 0.04%
11,232
-789
334
$392K 0.04%
4,017
+1,945
335
$391K 0.04%
1,601
+34
336
$387K 0.04%
7,250
+3,446
337
$384K 0.04%
15,675
+805
338
$384K 0.04%
+10,260
339
$384K 0.04%
3,808
340
$378K 0.04%
2,863
+107
341
$377K 0.04%
+29,608
342
$376K 0.04%
+8,567
343
$376K 0.04%
1,066
+67
344
$374K 0.04%
2,208
+216
345
$373K 0.04%
10,935
+685
346
$371K 0.04%
3,973
-16,573
347
$367K 0.04%
+8,277
348
$362K 0.04%
3,718
+79
349
$355K 0.04%
+13,506
350
$353K 0.04%
+5,059
12 13
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