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
76
$2.24M 0.23%
20,016
-2,461
77
$2.23M 0.22%
26,881
-1,175
78
$2.19M 0.22%
13,821
+3,576
79
$2.13M 0.21%
53,660
+3,511
80
$2.08M 0.21%
12,176
+2,238
81
$2.07M 0.21%
71,631
+6,775
82
$2.02M 0.2%
19,170
+2,306
83
$2.02M 0.2%
11,823
+6,843
84
$2.02M 0.2%
36,851
+15,770
85
$1.97M 0.2%
27,966
-1,109
86
$1.95M 0.2%
3,177
+136
87
$1.92M 0.19%
14,856
+949
88
$1.81M 0.18%
68,271
-27,549
89
$1.81M 0.18%
29,260
+1,740
90
$1.8M 0.18%
77,944
+71
91
$1.78M 0.18%
6,934
+3,580
92
$1.78M 0.18%
39,219
+313
93
$1.76M 0.18%
70,855
+9,143
94
$1.71M 0.17%
18,445
+13,454
95
$1.7M 0.17%
29,136
+11,241
96
$1.7M 0.17%
17,221
+1,854
97
$1.69M 0.17%
11,257
+5,052
98
$1.68M 0.17%
27,575
+1,645
99
$1.67M 0.17%
14,650
+669
100
$1.63M 0.16%
2,979
+130
2 3
4
5 6