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
351
$353K 0.04%
8,249
-3,133
352
$353K 0.04%
+7,307
353
$353K 0.04%
13,115
-14,005
354
$352K 0.04%
35,118
+588
355
$352K 0.04%
1,045
+231
356
$352K 0.04%
15,685
+38
357
$351K 0.04%
3,675
+600
358
$351K 0.04%
16,953
359
$350K 0.04%
8,019
-4,623
360
$347K 0.03%
75
+4
361
$343K 0.03%
+11,560
362
$341K 0.03%
7,298
+683
363
$340K 0.03%
2,063
+694
364
$340K 0.03%
5,125
+1,622
365
$339K 0.03%
3,613
-62
366
$336K 0.03%
+8,958
367
$334K 0.03%
+615
368
$332K 0.03%
13,079
+754
369
$330K 0.03%
+8,936
370
$329K 0.03%
7,587
+1,284
371
$328K 0.03%
2,925
+589
372
$327K 0.03%
2,980
+335
373
$326K 0.03%
+10,391
374
$326K 0.03%
4,511
+1,158
375
$324K 0.03%
1,074
+104
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15
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