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
376
$322K 0.03%
1,568
+329
377
$320K 0.03%
+6,729
378
$320K 0.03%
4,484
-45
379
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380
$318K 0.03%
1,403
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381
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13,771
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382
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383
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15,080
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384
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712
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13,430
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4,847
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2,110
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390
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394
$300K 0.03%
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4,706
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396
$299K 0.03%
+1,826
397
$297K 0.03%
+2,040
398
$296K 0.03%
6,966
+1,119
399
$296K 0.03%
38,965
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400
$291K 0.03%
4,315
-396
14 15
16
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