SAI

Savvy Advisors Inc Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
Energy Select Sector SPDR Fund
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
OXY icon
426
Occidental Petroleum
OXY
$41.6B
$253K 0.03%
5,116
-1,144
NOC icon
427
Northrop Grumman
NOC
$85.1B
$251K 0.03%
+491
BIBL icon
428
Inspire 100 ETF
BIBL
$343M
$251K 0.03%
6,533
XLI icon
429
Industrial Select Sector SPDR Fund
XLI
$24.1B
$250K 0.03%
1,904
-1,406
SLP icon
430
Simulations Plus
SLP
$366M
$249K 0.03%
+10,168
ROK icon
431
Rockwell Automation
ROK
$40.6B
$249K 0.03%
964
+219
DTH icon
432
WisdomTree International High Dividend Fund
DTH
$491M
$248K 0.02%
5,843
LRCX icon
433
Lam Research
LRCX
$198B
$247K 0.02%
3,392
-379
GRMN icon
434
Garmin
GRMN
$48.4B
$246K 0.02%
+1,135
PYPL icon
435
PayPal
PYPL
$67.1B
$245K 0.02%
3,756
+232
IXN icon
436
iShares Global Tech ETF
IXN
$6.67B
$245K 0.02%
+3,231
SPTL icon
437
SPDR Portfolio Long Term Treasury ETF
SPTL
$12B
$243K 0.02%
8,914
-129,848
CMG icon
438
Chipotle Mexican Grill
CMG
$55.1B
$243K 0.02%
4,833
+1,250
RUSHA icon
439
Rush Enterprises Class A
RUSHA
$3.94B
$242K 0.02%
4,529
+592
TSCO icon
440
Tractor Supply
TSCO
$29.9B
$241K 0.02%
+4,378
AZO icon
441
AutoZone
AZO
$63.6B
$240K 0.02%
+63
DOCU icon
442
DocuSign
DOCU
$14.4B
$239K 0.02%
2,933
+603
VMI icon
443
Valmont Industries
VMI
$8.19B
$237K 0.02%
832
+86
IVVB icon
444
iShares Large Cap Deep Quarterly Laddered ETF
IVVB
$116M
$237K 0.02%
+8,080
CVS icon
445
CVS Health
CVS
$105B
$237K 0.02%
+3,492
FNDE icon
446
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$8.04B
$237K 0.02%
+7,681
MOAT icon
447
VanEck Morningstar Wide Moat ETF
MOAT
$15.8B
$234K 0.02%
2,659
-863
EVR icon
448
Evercore
EVR
$12.7B
$233K 0.02%
1,168
+239
WSM icon
449
Williams-Sonoma
WSM
$23.5B
$232K 0.02%
1,466
+51
INCM icon
450
Franklin Income Focus ETF
INCM
$848M
$230K 0.02%
8,652
+97
16 17
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