SAI
Savvy Advisors Inc Portfolio holdings
AUM
$3.1B
1-Year Est. Return
21.11%
This Fund
S&P 500
1 Year Est. Return
+21.11%
AUM
$3.1B
AUM Growth
+$920M
(+42%)
Holding
1,067
Top Buys
| 1 | +$59.9M | |
| 2 | +$49.8M | |
| 3 | +$33.4M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$23.9M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$22.6M |
Top Sells
| 1 | +$3.21M | |
| 2 | +$2.26M | |
| 3 | +$974K | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$901K |
| 5 |
Novo Nordisk
NVO
|
+$792K |
Sector Composition
| 1 | Technology | 11.88% |
| 2 | Financials | 4.11% |
| 3 | Communication Services | 2.95% |
| 4 | Consumer Discretionary | 2.81% |
| 5 | Healthcare | 2.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1051
Innodata
INOD
$1.44B
| – | – |
-3,324
|
|
||
1052
Cheniere Energy
LNG
$53.2B
| – | – |
-1,226
|
|
||
1053
Manhattan Associates
MANH
$8.67B
| – | – |
-1,021
|
|
||
1054
MGM Resorts International
MGM
$8.93B
| – | – |
-8,059
|
|
||
1055
Molina Healthcare
MOH
$7.09B
| – | – |
-1,241
|
|
||
1056
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
$1.38B
| – | – |
-2,400
|
|
||
1057
Blue Owl Capital
OBDC
$5.68B
| – | – |
-12,670
|
|
||
1058
Old Dominion Freight Line
ODFL
$40.2B
| – | – |
-5,188
|
|
||
|
OPI
1059
DELISTED
Office Properties Income Trust
OPI
| – | – |
-124,750
|
|
||
1060
Ovintiv
OVV
$15B
| – | – |
-5,663
|
|
||
1061
Occidental Petroleum
OXY
$52.2B
| – | – |
-4,920
|
|
||
1062
UiPath
PATH
$6.14B
| – | – |
-15,000
|
|
||
1063
Global X US Preferred ETF
PFFD
$2.21B
| – | – |
-10,996
|
|
||
1064
Packaging Corp of America
PKG
$19.7B
| – | – |
-945
|
|
||
1065
Polestar Automotive Holding UK PLC Class A ADS
PSNY
$1.53B
| – | – |
-511
|
|
||
1066
Roblox
RBLX
$43.8B
| – | – |
-4,667
|
|
||
1067
Robert Half
RHI
$2.35B
| – | – |
-7,391
|
|