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
$353K0.04% 8,249
-3,133
-28%
-$134K
$353K0.04%
+7,307
 New
+$353K
$353K0.04% 13,115
-14,005
-52%
-$377K
$352K0.04% 35,118
+588
+2%
+$5.9K
$352K0.04% 1,045
+231
+28%
+$77.8K
$352K0.04% 15,685
+38
+0.2%
+$852
$351K0.04% 245
+40
+20%
+$57.3K
$351K0.04% 16,953––
$350K0.04% 8,019
-4,623
-37%
-$202K
$347K0.03% 75
+4
+6%
+$18.5K
$343K0.03%
+11,560
 New
+$343K
$341K0.03% 7,298
+683
+10%
+$31.9K
$340K0.03% 2,063
+694
+51%
+$114K
$340K0.03% 5,125
+1,622
+46%
+$107K
$339K0.03% 3,613
-62
-2%
-$5.81K
$336K0.03%
+8,958
 New
+$336K
$334K0.03%
+615
 New
+$334K
$332K0.03% 13,079
+754
+6%
+$19.1K
$330K0.03%
+8,936
 New
+$330K
$329K0.03% 7,587
+1,284
+20%
+$55.7K
$328K0.03% 2,925
+589
+25%
+$66K
$327K0.03% 2,980
+335
+13%
+$36.7K
$326K0.03%
+10,391
 New
+$326K
$326K0.03% 4,511
+1,158
+35%
+$83.7K
$324K0.03% 1,074
+104
+11%
+$31.4K
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