SAI
Savvy Advisors Inc Portfolio holdings
AUM
$1.5B
1-Year Est. Return
19.35%
1 Year Est. Return
+19.35%
AUM
$994M
AUM Growth
+$163M
(+20%)
Holding
540
Top Buys
| 1 | +$13.8M | |
| 2 | +$13.7M | |
| 3 | +$9.08M | |
| 4 |
Vanguard Value ETF
VTV
|
+$6.67M |
| 5 |
Apple
AAPL
|
+$6.26M |
Top Sells
| 1 | +$5.73M | |
| 2 | +$3.54M | |
| 3 | +$2.03M | |
| 4 |
Energy Select Sector SPDR Fund
XLE
|
+$1.55M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
526
Corning
GLW
$74.9B
| – | – |
-4,412
|
|
||
527
W.W. Grainger
GWW
$46.3B
| – | – |
-214
|
|
||
528
Hershey
HSY
$36.4B
| – | – |
-1,230
|
|
||
529
IonQ
IONQ
$20.9B
| – | – |
-4,953
|
|
||
530
iShares Russell Top 200 Value ETF
IWX
$2.89B
| – | – |
-13,076
|
|
||
531
Moody's
MCO
$87.6B
| – | – |
-432
|
|
||
532
Micron Technology
MU
$246B
| – | – |
-2,846
|
|
||
533
NetApp
NTAP
$23.3B
| – | – |
-1,982
|
|
||
534
Invesco S&P 500 Pure Value ETF
RPV
$1.39B
| – | – |
-3,100
|
|
||
535
Invesco S&P SmallCap 600 Pure Growth ETF
RZG
$105M
| – | – |
-22,098
|
|
||
536
Invesco S&P 500 GARP ETF
SPGP
$2.69B
| – | – |
-2,066
|
|
||
537
iShares Treasury Floating Rate Bond ETF
TFLO
$6.6B
| – | – |
-113,487
|
|
||
538
Target
TGT
$42.8B
| – | – |
-2,216
|
|
||
539
Vanguard FTSE Pacific ETF
VPL
$8.19B
| – | – |
-3,045
|
|
||
540
Financial Select Sector SPDR Fund
XLF
$54.6B
| – | – |
-6,346
|
|