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
51
$3.78M 0.38%
49,966
+40,484
52
$3.72M 0.37%
14,969
+842
53
$3.64M 0.37%
14,053
+5,038
54
$3.63M 0.36%
79,430
+20,338
55
$3.56M 0.36%
34,079
+10,833
56
$3.49M 0.35%
39,798
+5,905
57
$3.46M 0.35%
45,208
+18,806
58
$3.27M 0.33%
19,692
+2,841
59
$3.18M 0.32%
19,001
+4,846
60
$3.14M 0.32%
63,323
+9,679
61
$3M 0.3%
8,190
+1,003
62
$2.94M 0.3%
+48,561
63
$2.88M 0.29%
35,816
+2,162
64
$2.83M 0.28%
136,263
+18,194
65
$2.81M 0.28%
59,626
+32,364
66
$2.74M 0.28%
20,668
+428
67
$2.66M 0.27%
112,795
+1,629
68
$2.61M 0.26%
4,991
+639
69
$2.61M 0.26%
96,923
-8,314
70
$2.59M 0.26%
33,047
+9,909
71
$2.44M 0.25%
6,762
+992
72
$2.41M 0.24%
43,768
+16,202
73
$2.3M 0.23%
116,260
+14,923
74
$2.3M 0.23%
32,094
-216
75
$2.26M 0.23%
68,644
+7,288
1 2
3
4 5