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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.14M
3
+$4.15M
4
MSFT icon
Microsoft
MSFT
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.01%
2 Technology 9.68%
3 Financials 3.67%
4 Consumer Discretionary 3.25%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$838K 0.81%
+17,505
27
$814K 0.79%
+7,722
28
$814K 0.79%
+2,685
29
$764K 0.74%
+30,447
30
$745K 0.72%
+8,300
31
$736K 0.71%
+13,426
32
$720K 0.7%
+34,018
33
$718K 0.7%
+3,579
34
$708K 0.69%
+3,701
35
$704K 0.68%
+13,616
36
$701K 0.68%
+7,014
37
$682K 0.66%
+27,120
38
$673K 0.65%
+1,887
39
$661K 0.64%
+3,886
40
$653K 0.63%
+22,499
41
$649K 0.63%
+12,483
42
$640K 0.62%
+30,864
43
$621K 0.6%
+8,239
44
$597K 0.58%
+16,854
45
$596K 0.58%
+11,796
46
$591K 0.57%
+2,270
47
$590K 0.57%
+11,750
48
$589K 0.57%
+6,668
49
$573K 0.56%
+22,563
50
$569K 0.55%
+11,671
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