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
76
$1.27M 0.26%
3,840
+2,742
77
$1.26M 0.26%
11,541
+266
78
$1.25M 0.25%
7,347
+687
79
$1.25M 0.25%
7,167
+2,678
80
$1.24M 0.25%
9,682
+1,133
81
$1.21M 0.25%
52,938
+1,323
82
$1.21M 0.25%
4,349
+3,484
83
$1.16M 0.24%
12,764
+793
84
$1.14M 0.23%
24,349
85
$1.14M 0.23%
+22,098
86
$1.13M 0.23%
46,276
+860
87
$1.13M 0.23%
24,903
+63
88
$1.12M 0.23%
32,393
+861
89
$1.12M 0.23%
15,852
+10,978
90
$1.09M 0.22%
4,925
-588
91
$1.09M 0.22%
8,973
+896
92
$1.09M 0.22%
18,790
+1,431
93
$1.06M 0.22%
4,718
+707
94
$1.06M 0.21%
2,141
-304
95
$1.05M 0.21%
21,213
+46
96
$1.05M 0.21%
23,420
-1,448
97
$1.05M 0.21%
1,700
-5
98
$1.05M 0.21%
6,406
+963
99
$1.05M 0.21%
5,071
+2,605
100
$1.04M 0.21%
4,463
+3,251
2 3
4
5 6