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
501
$161K 0.02%
23,019
+226
502
$111K 0.01%
10,838
503
$104K 0.01%
11,076
+551
504
$103K 0.01%
10,611
+128
505
$102K 0.01%
14,201
+945
506
$101K 0.01%
16,786
-253
507
$90.4K 0.01%
27,658
-659
508
$87.1K 0.01%
80,652
-31
509
$81.5K 0.01%
21,345
+3,080
510
$76K 0.01%
32,639
-422
511
$71.6K 0.01%
42,872
+6,739
512
$32.5K ﹤0.01%
21,266
513
$22K ﹤0.01%
+1,467
514
$20.8K ﹤0.01%
16,000
515
$17.2K ﹤0.01%
+16,347
516
$9.81K ﹤0.01%
1,095
+5
517
$6.38K ﹤0.01%
823
518
$255 ﹤0.01%
16,995
519
– –
-680
520
– –
-3,140
521
– –
-7,009
522
– –
-1,187
523
– –
-3,560
524
– –
-1,265
525
– –
-3,980
18 19 20
21
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