SAI

Savvy Advisors Inc Portfolio holdings

AUM $994M
This Quarter Return
-1.47%
1 Year Return
+10.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$994M
AUM Growth
+$163M
Cap. Flow
+$181M
Cap. Flow %
18.21%
Top 10 Hldgs %
35.47%
Holding
540
New
90
Increased
314
Reduced
93
Closed
22

Top Buys

1
$13.8M
2
$13.7M
3
$9.08M
4
$6.67M
5
$6.26M

Top Sells

1
$5.73M
2
$4.22M
3
$3.54M
4
$2.03M
5
$1.55M

Sector Composition

1Technology16.01%
2Financials4.96%
3Healthcare4.42%
4Consumer Staples3.29%
5Consumer Discretionary3.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$2.24M0.23% 20,016
-2,461
-11%
-$275K
$2.23M0.22% 26,881
-1,175
-4%
-$97.5K
$2.19M0.22% 13,821
+3,576
+35%
+$568K
$2.13M0.21% 53,660
+3,511
+7%
+$139K
$2.08M0.21% 12,176
+2,238
+23%
+$382K
$2.07M0.21% 71,631
+6,775
+10%
+$196K
$2.02M0.2% 19,170
+2,306
+14%
+$244K
$2.02M0.2% 11,823
+6,843
+137%
+$1.17M
$2.02M0.2% 36,851
+15,770
+75%
+$864K
$1.97M0.2% 27,966
-1,109
-4%
-$78.1K
$1.95M0.2% 3,177
+136
+4%
+$83.5K
$1.92M0.19% 14,856
+949
+7%
+$122K
$1.81M0.18% 68,271
-27,549
-29%
-$729K
$1.81M0.18% 29,260
+1,740
+6%
+$107K
$1.8M0.18% 77,944
+71
+0.1%
+$1.64K
$1.78M0.18% 6,934
+3,580
+107%
+$920K
$1.78M0.18% 39,219
+313
+0.8%
+$14.2K
$1.76M0.18% 70,855
+9,143
+15%
+$227K
$1.71M0.17% 18,445
+13,454
+270%
+$1.25M
$1.7M0.17% 29,136
+11,241
+63%
+$656K
$1.7M0.17% 17,221
+1,854
+12%
+$183K
$1.69M0.17% 11,257
+5,052
+81%
+$758K
$1.68M0.17% 27,575
+1,645
+6%
+$100K
$1.67M0.17% 14,650
+669
+5%
+$76.1K
$1.63M0.16% 2,979
+130
+5%
+$71K
1 2345622