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
401
$290K 0.03%
3,155
+85
402
$289K 0.03%
3,579
+399
403
$288K 0.03%
5,906
+674
404
$286K 0.03%
+4,659
405
$285K 0.03%
+1,643
406
$283K 0.03%
3,077
+329
407
$282K 0.03%
23,053
+169
408
$280K 0.03%
+803
409
$277K 0.03%
996
-19
410
$277K 0.03%
2,374
+538
411
$272K 0.03%
4,839
+138
412
$270K 0.03%
546
+102
413
$270K 0.03%
1,180
+68
414
$270K 0.03%
5,937
415
$270K 0.03%
2,451
-13
416
$269K 0.03%
+6,654
417
$265K 0.03%
4,054
+29
418
$264K 0.03%
9,364
+2,109
419
$263K 0.03%
+5,025
420
$262K 0.03%
+2,114
421
$260K 0.03%
+8,882
422
$259K 0.03%
1,249
+79
423
$258K 0.03%
3,039
+71
424
$257K 0.03%
1,367
-2,894
425
$253K 0.03%
+5,380
15 16
17
18 19