SAI
Savvy Advisors Inc Portfolio holdings
AUM
$3.1B
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$3.1B
AUM Growth
+$920M
(+42%)
Holding
1,067
Top Buys
| 1 | +$60.4M | |
| 2 | +$49.6M | |
| 3 | +$33.6M | |
| 4 |
Schwab US Large-Cap Growth ETF
SCHG
|
+$23.9M |
| 5 |
iShares MSCI Intl Value Factor ETF
IVLU
|
+$23.5M |
Top Sells
| 1 | +$3.22M | |
| 2 | +$2.25M | |
| 3 | +$974K | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$900K |
| 5 |
abrdn Physical Gold Shares ETF
SGOL
|
+$801K |
Sector Composition
| 1 | Technology | 11.89% |
| 2 | Financials | 4.1% |
| 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
SOPHiA GENETICS
SOPH
$364M
| – | – |
-10,000
|
|
||
1052
SouthState Bank Corp
SSB
$10.1B
| – | – |
-2,749
|
|
||
1053
Teleflex
TFX
$4.57B
| – | – |
-2,172
|
|
||
1054
Motley Fool 100 Index ETF
TMFC
$1.95B
| – | – |
-3,508
|
|
||
1055
Texas Roadhouse
TXRH
$12.6B
| – | – |
-1,569
|
|
||
1056
Global X Uranium ETF
URA
$7.3B
| – | – |
-4,227
|
|
||
1057
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
$16.4B
| – | – |
-5,846
|
|
||
1058
Veeva Systems
VEEV
$36.5B
| – | – |
-1,108
|
|
||
1059
Weibo
WB
$2.64B
| – | – |
-17,191
|
|
||
1060
Williams-Sonoma
WSM
$24.4B
| – | – |
-1,379
|
|
||
1061
Zscaler
ZS
$33.4B
| – | – |
-990
|
|
||
|
TLN
1062
Talen Energy Corp
TLN
$16.7B
| – | – |
-483
|
|
||
|
AIFF
1063
Firefly Neuroscience
AIFF
$13.9M
| – | – |
-21,500
|
|
||
|
EDGF
1064
3EDGE Dynamic Fixed Income ETF
EDGF
$296M
| – | – |
-39,195
|
|
||
|
EDGI
1065
3EDGE Dynamic International Equity ETF
EDGI
$199M
| – | – |
-13,365
|
|
||
|
EDGH
1066
3EDGE Dynamic Hard Assets ETF
EDGH
$154M
| – | – |
-19,827
|
|
||
|
PSIX
1067
Power Solutions International
PSIX
$1.78B
| – | – |
-2,466
|
|