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
451
$230K 0.02%
11,930
+232
452
$230K 0.02%
3,621
+416
453
$230K 0.02%
2,668
+141
454
$229K 0.02%
+4,481
455
$229K 0.02%
340
-83
456
$228K 0.02%
532
-10
457
$228K 0.02%
4,885
458
$228K 0.02%
7,037
-1,428
459
$227K 0.02%
7,340
-280
460
$226K 0.02%
28,588
+2,224
461
$226K 0.02%
5,227
-83
462
$226K 0.02%
+4,528
463
$226K 0.02%
7,344
-979
464
$226K 0.02%
+6,452
465
$225K 0.02%
+3,844
466
$224K 0.02%
+2,795
467
$223K 0.02%
4,943
-45,063
468
$222K 0.02%
+3,192
469
$222K 0.02%
+1,287
470
$221K 0.02%
457
+42
471
$220K 0.02%
+15,031
472
$220K 0.02%
+11,318
473
$220K 0.02%
+7,034
474
$218K 0.02%
18,641
+557
475
$217K 0.02%
8,804
17 18
19
20 21