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
$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
Energy Select Sector SPDR Fund
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
PLD icon
76
Prologis
PLD
$117B
$2.24M 0.23%
20,016
-2,461
VIGI icon
77
Vanguard International Dividend Appreciation ETF
VIGI
$8.66B
$2.23M 0.22%
26,881
-1,175
PM icon
78
Philip Morris
PM
$245B
$2.19M 0.22%
13,821
+3,576
IQLT icon
79
iShares MSCI Intl Quality Factor ETF
IQLT
$13.4B
$2.13M 0.21%
53,660
+3,511
PANW icon
80
Palo Alto Networks
PANW
$147B
$2.08M 0.21%
12,176
+2,238
ANGL icon
81
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.09B
$2.07M 0.21%
71,631
+6,775
SUB icon
82
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$2.02M 0.2%
19,170
+2,306
QUAL icon
83
iShares MSCI USA Quality Factor ETF
QUAL
$54B
$2.02M 0.2%
11,823
+6,843
COWZ icon
84
Pacer US Cash Cows 100 ETF
COWZ
$19.5B
$2.02M 0.2%
36,851
+15,770
BLV icon
85
Vanguard Long-Term Bond ETF
BLV
$5.84B
$1.97M 0.2%
27,966
-1,109
INTU icon
86
Intuit
INTU
$190B
$1.95M 0.2%
3,177
+136
VYM icon
87
Vanguard High Dividend Yield ETF
VYM
$65.6B
$1.92M 0.19%
14,856
+949
DFEM icon
88
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$6.49B
$1.81M 0.18%
68,271
-27,549
CSCO icon
89
Cisco
CSCO
$279B
$1.81M 0.18%
29,260
+1,740
RIGS icon
90
RiverFront Strategic Income Fund
RIGS
$92.6M
$1.8M 0.18%
77,944
+71
VV icon
91
Vanguard Large-Cap ETF
VV
$46.9B
$1.78M 0.18%
6,934
+3,580
VZ icon
92
Verizon
VZ
$164B
$1.78M 0.18%
39,219
+313
SCHR icon
93
Schwab Intermediately-Term US Treasury ETF
SCHR
$11.6B
$1.76M 0.18%
70,855
+9,143
IVW icon
94
iShares S&P 500 Growth ETF
IVW
$67.1B
$1.71M 0.17%
18,445
+13,454
IJH icon
95
iShares Core S&P Mid-Cap ETF
IJH
$101B
$1.7M 0.17%
29,136
+11,241
DIS icon
96
Walt Disney
DIS
$201B
$1.7M 0.17%
17,221
+1,854
PEP icon
97
PepsiCo
PEP
$207B
$1.69M 0.17%
11,257
+5,052
BMY icon
98
Bristol-Myers Squibb
BMY
$89.2B
$1.68M 0.17%
27,575
+1,645
XMMO icon
99
Invesco S&P MidCap Momentum ETF
XMMO
$6.01B
$1.67M 0.17%
14,650
+669
GS icon
100
Goldman Sachs
GS
$242B
$1.63M 0.16%
2,979
+130
2 3
4
5 6