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 (+20%)
Cap. Flow
+$181M
Cap. Flow % of AUM
18.21%
Top 10 Holdings %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
| 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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $290K | 0.03% | 3,155 +85 | +3% | +$7.82K | |||
| $289K | 0.03% | 3,579 +399 | +13% | +$32.2K | |||
| $288K | 0.03% | 5,906 +674 | +13% | +$32.9K | |||
| $286K | 0.03% | +4,659 | New | +$286K | |||
| $285K | 0.03% | +1,643 | New | +$285K | |||
| $283K | 0.03% | 3,077 +329 | +12% | +$30.3K | |||
| $282K | 0.03% | 23,053 +169 | +0.7% | +$2.07K | |||
| $280K | 0.03% | +803 | New | +$280K | |||
| $277K | 0.03% | 996 -19 | -2% | -$5.28K | |||
| $277K | 0.03% | 2,374 +538 | +29% | +$62.7K | |||
| $272K | 0.03% | 4,839 +138 | +3% | +$7.76K | |||
| $270K | 0.03% | 546 +102 | +23% | +$50.5K | |||
| $270K | 0.03% | 1,180 +68 | +6% | +$15.6K | |||
| $270K | 0.03% | 5,937 | – | – | |||
| $270K | 0.03% | 2,451 -13 | -0.5% | -$1.43K | |||
| $269K | 0.03% | +6,654 | New | +$269K | |||
| $265K | 0.03% | 4,054 +29 | +0.7% | +$1.9K | |||
| $264K | 0.03% | 9,364 +2,109 | +29% | +$59.4K | |||
| $263K | 0.03% | +5,025 | New | +$263K | |||
| $262K | 0.03% | +2,114 | New | +$262K | |||
| $260K | 0.03% | +8,882 | New | +$260K | |||
| $259K | 0.03% | 1,249 +79 | +7% | +$16.4K | |||
| $258K | 0.03% | 3,039 +71 | +2% | +$6.04K | |||
| $257K | 0.03% | 1,367 -2,894 | -68% | -$545K | |||
| $253K | 0.03% | +5,380 | New | +$253K |
