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
476
$217K 0.02%
1,459
-150
477
$216K 0.02%
+1,518
478
$216K 0.02%
3,066
-1,973
479
$215K 0.02%
+1,956
480
$215K 0.02%
+2,140
481
$215K 0.02%
+1,198
482
$215K 0.02%
+2,595
483
$214K 0.02%
+2,682
484
$214K 0.02%
2,241
-1,448
485
$209K 0.02%
1,190
+128
486
$209K 0.02%
+369
487
$208K 0.02%
+2,834
488
$207K 0.02%
4,352
489
$207K 0.02%
+7,993
490
$206K 0.02%
+5,100
491
$206K 0.02%
+5,684
492
$205K 0.02%
+2,553
493
$205K 0.02%
+2,483
494
$203K 0.02%
2,166
495
$203K 0.02%
4,027
-2,833
496
$203K 0.02%
+4,195
497
$201K 0.02%
5,320
-83
498
$201K 0.02%
+8,816
499
$195K 0.02%
+10,510
500
$184K 0.02%
22,996
+3,098
18 19
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