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
426
$253K 0.03%
5,116
-1,144
427
$251K 0.03%
+491
428
$251K 0.03%
6,533
429
$250K 0.03%
1,904
-1,406
430
$249K 0.03%
+10,168
431
$249K 0.03%
964
+219
432
$248K 0.02%
5,843
433
$247K 0.02%
3,392
-379
434
$246K 0.02%
+1,135
435
$245K 0.02%
3,756
+232
436
$245K 0.02%
+3,231
437
$243K 0.02%
8,914
-129,848
438
$243K 0.02%
4,833
+1,250
439
$242K 0.02%
4,529
+592
440
$241K 0.02%
+4,378
441
$240K 0.02%
+63
442
$239K 0.02%
2,933
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443
$237K 0.02%
832
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444
$237K 0.02%
+8,080
445
$237K 0.02%
+3,492
446
$237K 0.02%
+7,681
447
$234K 0.02%
2,659
-863
448
$233K 0.02%
1,168
+239
449
$232K 0.02%
1,466
+51
450
$230K 0.02%
8,652
+97
16 17
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