SAI
Savvy Advisors Inc Portfolio holdings
AUM
$1.5B
1-Year Return
19.35%
This Quarter Return
+5.67%
1 Year Return
+19.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$492M
AUM Growth
+$186M
(+61%)
Cap. Flow
+$171M
Cap. Flow
% of AUM
34.62%
Top 10 Holdings %
Top 10 Hldgs %
33.52%
Holding
374
New
74
Increased
203
Reduced
56
Closed
23
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$30.7M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$11.1M |
| 3 |
iShares Core Total USD Bond Market ETF
IUSB
|
$10.9M |
| 4 |
JPMorgan US Quality Factor ETF
JQUA
|
$9.05M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
$7.9M |
Top Sells
| 1 |
iShares Core S&P 500 ETF
IVV
|
$5.13M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$2.85M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.81M |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$1.19M |
| 5 |
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% |
