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
$492M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$11.1M
3
+$10.9M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$9.05M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.9M

Top Sells

1
+$5.13M
2
+$2.85M
3
+$1.81M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.19M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$954K

Sector Composition

1 Technology 10.13%
2 Healthcare 5.89%
3 Consumer Staples 3.69%
4 Financials 3.53%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.96M 0.4%
8,253
-3,363
52
$1.95M 0.4%
95,018
-11,210
53
$1.94M 0.39%
3,312
+1,724
54
$1.94M 0.39%
24,372
+18,483
55
$1.92M 0.39%
24,461
+7,752
56
$1.89M 0.38%
26,368
+18,797
57
$1.89M 0.38%
9,588
+3,595
58
$1.83M 0.37%
23,220
+1,156
59
$1.8M 0.37%
38,406
+25,370
60
$1.7M 0.35%
6,991
+2,510
61
$1.68M 0.34%
1,892
+88
62
$1.64M 0.33%
13,657
+2,078
63
$1.64M 0.33%
58,077
+6,036
64
$1.6M 0.33%
4,104
+2,101
65
$1.59M 0.32%
61,776
+7,560
66
$1.58M 0.32%
14,915
+1,475
67
$1.46M 0.3%
9,014
+4,659
68
$1.45M 0.29%
57,593
+5,852
69
$1.45M 0.29%
61,641
-1,571
70
$1.44M 0.29%
5,237
+1,054
71
$1.41M 0.29%
16,091
+9,456
72
$1.39M 0.28%
+14,535
73
$1.38M 0.28%
+12,779
74
$1.33M 0.27%
30,749
+8,956
75
$1.28M 0.26%
12,138
+6,317
1 2
3
4 5