SAI

Savvy Advisors Inc Portfolio holdings

AUM $994M
This Quarter Return
-1.47%
1 Year Return
+10.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$994M
AUM Growth
+$163M
Cap. Flow
+$181M
Cap. Flow %
18.21%
Top 10 Hldgs %
35.47%
Holding
540
New
90
Increased
314
Reduced
93
Closed
22

Top Buys

1
$13.8M
2
$13.7M
3
$9.08M
4
$6.67M
5
$6.26M

Top Sells

1
$5.73M
2
$4.22M
3
$3.54M
4
$2.03M
5
$1.55M

Sector Composition

1Technology16.01%
2Financials4.96%
3Healthcare4.42%
4Consumer Staples3.29%
5Consumer Discretionary3.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.63M0.16% 20,775
+1,378
+7%
+$108K
$1.63M0.16% 15,476
-316
-2%
-$33.2K
$1.61M0.16% 7,646
-214
-3%
-$45.1K
$1.59M0.16% 7,958
+728
+10%
+$146K
$1.56M0.16%
+48,231
 New
+$1.56M
$1.56M0.16% 5,828
+1,031
+21%
+$277K
$1.56M0.16% 66,609
+2,807
+4%
+$65.8K
$1.54M0.15% 18,807
-8,213
-30%
-$671K
$1.53M0.15% 53,974
+2,219
+4%
+$62.8K
$1.52M0.15% 33,577
+19,229
+134%
+$870K
$1.52M0.15% 28,148
+12,975
+86%
+$700K
$1.51M0.15% 96,867
+9,430
+11%
+$147K
$1.48M0.15% 5,559
+2,182
+65%
+$582K
$1.48M0.15% 16,226
+6,841
+73%
+$623K
$1.47M0.15% 22,429
+2,095
+10%
+$138K
$1.47M0.15% 16,201
+9,418
+139%
+$853K
$1.46M0.15% 64,235
+2,682
+4%
+$60.9K
$1.46M0.15% 10,412
+944
+10%
+$132K
$1.45M0.15% 5,108
+1,182
+30%
+$335K
$1.45M0.15% 1,550
+448
+41%
+$418K
$1.41M0.14% 2,559
+2,055
+408%
+$1.13M
$1.41M0.14% 4,267
+227
+6%
+$74.9K
$1.4M0.14% 12,016
+460
+4%
+$53.7K
$1.39M0.14%
+29,606
 New
+$1.39M
$1.37M0.14% 5,901
+522
+10%
+$121K
1 3456722