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 | |
|---|---|---|---|---|---|---|---|
| $230K | 0.02% | 11,930 +232 | +2% | +$4.47K | |||
| $230K | 0.02% | 3,621 +416 | +13% | +$26.4K | |||
| $230K | 0.02% | 2,668 +141 | +6% | +$12.1K | |||
| $229K | 0.02% | +4,481 | New | +$229K | |||
| $229K | 0.02% | 340 -83 | -20% | -$55.9K | |||
| $228K | 0.02% | 532 -10 | -2% | -$4.29K | |||
| $228K | 0.02% | 4,885 | – | – | |||
| $228K | 0.02% | 7,037 -1,428 | -17% | -$46.2K | |||
| $227K | 0.02% | 7,340 -280 | -4% | -$8.64K | |||
| $226K | 0.02% | 28,588 +2,224 | +8% | +$17.6K | |||
| $226K | 0.02% | 5,227 -83 | -2% | -$3.59K | |||
| $226K | 0.02% | +4,528 | New | +$226K | |||
| $226K | 0.02% | 7,344 -979 | -12% | -$30.1K | |||
| $226K | 0.02% | +6,452 | New | +$226K | |||
| $225K | 0.02% | +3,844 | New | +$225K | |||
| $224K | 0.02% | +2,795 | New | +$224K | |||
| $223K | 0.02% | 4,943 -45,063 | -90% | -$2.03M | |||
| $222K | 0.02% | +3,192 | New | +$222K | |||
| $222K | 0.02% | +1,287 | New | +$222K | |||
| $221K | 0.02% | 457 +42 | +10% | +$20.3K | |||
| $220K | 0.02% | +15,031 | New | +$220K | |||
| $220K | 0.02% | +11,318 | New | +$220K | |||
| $220K | 0.02% | +7,034 | New | +$220K | |||
| $218K | 0.02% | 18,641 +557 | +3% | +$6.52K | |||
| $217K | 0.02% | 8,804 | – | – |
