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 | |
|---|---|---|---|---|---|---|---|
| $253K | 0.03% | 5,116 -1,144 | -18% | -$56.5K | |||
| $251K | 0.03% | +491 | New | +$251K | |||
| $251K | 0.03% | 6,533 | – | – | |||
| $250K | 0.03% | 1,904 -1,406 | -42% | -$184K | |||
| $249K | 0.03% | +10,168 | New | +$249K | |||
| $249K | 0.03% | 964 +219 | +29% | +$56.6K | |||
| $248K | 0.02% | 5,843 | – | – | |||
| $247K | 0.02% | 3,392 -379 | -10% | -$27.6K | |||
| $246K | 0.02% | +1,135 | New | +$246K | |||
| $245K | 0.02% | 3,756 +232 | +7% | +$15.1K | |||
| $245K | 0.02% | +3,231 | New | +$245K | |||
| $243K | 0.02% | 8,914 -129,848 | -94% | -$3.54M | |||
| $243K | 0.02% | 4,833 +1,250 | +35% | +$62.8K | |||
| $242K | 0.02% | 4,529 +592 | +15% | +$31.6K | |||
| $241K | 0.02% | +4,378 | New | +$241K | |||
| $240K | 0.02% | +63 | New | +$240K | |||
| $239K | 0.02% | 2,933 +603 | +26% | +$49.1K | |||
| $237K | 0.02% | 832 +86 | +12% | +$24.5K | |||
| $237K | 0.02% | +8,080 | New | +$237K | |||
| $237K | 0.02% | +3,492 | New | +$237K | |||
| $237K | 0.02% | +7,681 | New | +$237K | |||
| $234K | 0.02% | 2,659 -863 | -25% | -$75.9K | |||
| $233K | 0.02% | 1,168 +239 | +26% | +$47.7K | |||
| $232K | 0.02% | 1,466 +51 | +4% | +$8.06K | |||
| $230K | 0.02% | 8,652 +97 | +1% | +$2.58K |
