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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.14M
3
+$4.15M
4
MSFT icon
Microsoft
MSFT
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.01%
2 Technology 9.68%
3 Financials 3.67%
4 Consumer Discretionary 3.25%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.54%
+19,350
52
$545K 0.53%
+5,291
53
$526K 0.51%
+28,323
54
$525K 0.51%
+21,664
55
$513K 0.5%
+11,494
56
$511K 0.5%
+3,125
57
$505K 0.49%
+10,046
58
$504K 0.49%
+4,800
59
$500K 0.49%
+4,307
60
$494K 0.48%
+1,425
61
$488K 0.47%
+1,378
62
$486K 0.47%
+6,315
63
$479K 0.47%
+1,621
64
$479K 0.47%
+23,220
65
$475K 0.46%
+2,108
66
$469K 0.45%
+6,057
67
$468K 0.45%
+2,434
68
$468K 0.45%
+23,712
69
$467K 0.45%
+1,969
70
$446K 0.43%
+7,207
71
$441K 0.43%
+4,071
72
$430K 0.42%
+1,009
73
$426K 0.41%
+6,555
74
$421K 0.41%
+1,604
75
$412K 0.4%
+10,018
1 2
3
4 5