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
$307M
AUM Growth
+$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
312
New
Increased
Reduced
Closed

Top Buys

1
+$6.37M
2
+$6.18M
3
+$5.67M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$4.85M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$4.41M

Top Sells

1
+$819K
2
+$815K
3
+$491K
4
FVD icon
First Trust Value Line Dividend Fund
FVD
+$394K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$350K

Sector Composition

1 Technology 12.03%
2 Healthcare 6.89%
3 Financials 3.65%
4 Consumer Staples 3.55%
5 Consumer Discretionary 3.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.44%
5,594
+2,626
52
$1.35M 0.44%
52,041
+15,552
53
$1.32M 0.43%
11,579
+332
54
$1.29M 0.42%
54,216
+636
55
$1.25M 0.41%
+16,709
56
$1.24M 0.4%
+11,275
57
$1.23M 0.4%
21,037
+8,972
58
$1.2M 0.39%
6,060
+2,159
59
$1.19M 0.39%
+21,218
60
$1.15M 0.37%
51,741
+1,229
61
$1.14M 0.37%
51,615
+4,042
62
$1.12M 0.36%
5,513
+542
63
$1.11M 0.36%
24,349
-200
64
$1.1M 0.36%
4,183
+1,211
65
$1.09M 0.36%
45,416
+3,876
66
$1.09M 0.35%
+31,532
67
$1.08M 0.35%
2,445
+1,123
68
$1.04M 0.34%
18,610
-323
69
$1.03M 0.34%
5,993
+2,352
70
$1.03M 0.33%
24,868
+1,505
71
$1.02M 0.33%
+20,121
72
$1.01M 0.33%
8,549
+2,182
73
$1.01M 0.33%
24,840
-9,670
74
$1.01M 0.33%
11,971
+249
75
$963K 0.31%
4,481
+748
1 2
3
4 5