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
$173M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.74M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.42M

Top Sells

1
+$505K
2
+$409K
3
+$342K
4
REET icon
iShares Global REIT ETF
REET
+$279K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$250K

Sector Composition

1 Technology 9.55%
2 Healthcare 8.74%
3 Financials 3.59%
4 Consumer Discretionary 2.88%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.36M 0.79%
13,721
-5,080
27
$1.34M 0.77%
7,422
+1,286
28
$1.32M 0.76%
53,580
+8,930
29
$1.29M 0.74%
11,247
+2,947
30
$1.15M 0.66%
19,165
+14,836
31
$1.14M 0.66%
24,549
32
$1.1M 0.63%
2,611
+724
33
$1.08M 0.62%
38,501
+16,002
34
$1.07M 0.62%
50,512
+26,800
35
$1.06M 0.61%
47,573
+33,398
36
$1.05M 0.6%
4,971
+1,392
37
$1.04M 0.6%
8,912
+1,898
38
$1.03M 0.59%
28,436
+11,582
39
$1M 0.58%
11,722
+243
40
$1M 0.58%
41,540
+19,876
41
$1M 0.58%
2,061
+683
42
$983K 0.57%
+19,421
43
$981K 0.57%
36,489
+13,926
44
$980K 0.57%
23,363
-564
45
$977K 0.56%
+18,933
46
$976K 0.56%
2,896
+211
47
$960K 0.55%
7,240
+4,870
48
$871K 0.5%
14,163
-1,362
49
$829K 0.48%
2,972
+702
50
$816K 0.47%
2,128
+703
1
2
3 4 5