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

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
$322K0.03% 1,568
+329
+27%
+$67.6K
$320K0.03%
+6,729
New
+$320K
$320K0.03% 4,484
-45
-1%
-$3.21K
$318K0.03% 11,621
+901
+8%
+$24.7K
$318K0.03% 1,403
+14
+1%
+$3.17K
$317K0.03% 13,771
+2,857
+26%
+$65.7K
$315K0.03% 5,447
$315K0.03% 15,080
+12,388
+460%
+$259K
$313K0.03% 4,723
+448
+10%
+$29.7K
$312K0.03% 712
-184
-21%
-$80.5K
$310K0.03% 13,430
-2,741
-17%
-$63.2K
$309K0.03% 15,661
+1,125
+8%
+$22.2K
$309K0.03% 4,709
+588
+14%
+$38.6K
$306K0.03% 2,110
+604
+40%
+$87.7K
$306K0.03% 15,711
+2,950
+23%
+$57.5K
$306K0.03% 2,053
-100
-5%
-$14.9K
$303K0.03% 5,072
+1,142
+29%
+$68.2K
$302K0.03%
+622
New
+$302K
$300K0.03%
+659
New
+$300K
$299K0.03% 4,706
+1,674
+55%
+$106K
$299K0.03%
+1,826
New
+$299K
$297K0.03%
+2,040
New
+$297K
$296K0.03% 6,966
+1,119
+19%
+$47.6K
$296K0.03% 38,965
+5,008
+15%
+$38.1K
$291K0.03% 4,315
-396
-8%
-$26.7K