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
$492M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$11.1M
3
+$10.9M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$9.05M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.9M

Top Sells

1
+$5.13M
2
+$2.85M
3
+$1.81M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.19M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$954K

Sector Composition

1 Technology 10.13%
2 Healthcare 5.89%
3 Consumer Staples 3.69%
4 Financials 3.53%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.4M 0.69%
8,850
+2,944
27
$3.35M 0.68%
28,581
+16,757
28
$3.1M 0.63%
14,036
+10,152
29
$3.09M 0.63%
106,197
+56,097
30
$3.06M 0.62%
93,796
+67,398
31
$3.06M 0.62%
5,299
-8,897
32
$2.87M 0.58%
103,107
+11,178
33
$2.86M 0.58%
34,136
+27,950
34
$2.84M 0.58%
13,446
+2,717
35
$2.79M 0.57%
6,052
+1,234
36
$2.75M 0.56%
15,936
+816
37
$2.58M 0.52%
75,323
+58,886
38
$2.43M 0.49%
4,231
+1,098
39
$2.32M 0.47%
18,404
+5,472
40
$2.24M 0.46%
93,840
+6,141
41
$2.22M 0.45%
27,479
+1,598
42
$2.14M 0.43%
18,303
+12,607
43
$2.11M 0.43%
5,609
+1,550
44
$2.1M 0.43%
83,074
+66,016
45
$2.08M 0.42%
5,143
+1,059
46
$2.08M 0.42%
27,661
+5,428
47
$2.06M 0.42%
12,445
+2,685
48
$2.05M 0.42%
12,256
+3,322
49
$1.98M 0.4%
23,866
+288
50
$1.97M 0.4%
7,527
+1,467
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