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
76
$403K 0.39%
+10,015
77
$391K 0.38%
+4,334
78
$391K 0.38%
+5,389
79
$390K 0.38%
+13,526
80
$385K 0.37%
+7,487
81
$385K 0.37%
+1,803
82
$382K 0.37%
+3,455
83
$366K 0.36%
+6,168
84
$363K 0.35%
+8,615
85
$363K 0.35%
+2,300
86
$361K 0.35%
+759
87
$357K 0.35%
+9,387
88
$356K 0.35%
+2,295
89
$355K 0.34%
+5,041
90
$351K 0.34%
+2,493
91
$349K 0.34%
+2,618
92
$343K 0.33%
+11,523
93
$342K 0.33%
+3,611
94
$340K 0.33%
+2,170
95
$338K 0.33%
+4,100
96
$327K 0.32%
+1,242
97
$324K 0.31%
+15,645
98
$324K 0.31%
+1,807
99
$323K 0.31%
+2,309
100
$322K 0.31%
+1,788
2 3
4
5 6