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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.14M
3
+$4.15M
4
MSFT icon
Microsoft
MSFT
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.01%
2 Technology 9.68%
3 Financials 3.67%
4 Consumer Discretionary 3.25%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$319K 0.31%
+6,216
102
$318K 0.31%
+14,175
103
$316K 0.31%
+1,357
104
$314K 0.3%
+5,023
105
$310K 0.3%
+588
106
$307K 0.3%
+2,836
107
$307K 0.3%
+1,318
108
$305K 0.3%
+8,256
109
$302K 0.29%
+12,187
110
$300K 0.29%
+2,047
111
$294K 0.29%
+504
112
$293K 0.28%
+3,984
113
$292K 0.28%
+4,002
114
$291K 0.28%
+8,103
115
$284K 0.28%
+5,016
116
$284K 0.28%
+809
117
$284K 0.28%
+7,264
118
$279K 0.27%
+6,815
119
$279K 0.27%
+11,539
120
$274K 0.27%
+22,457
121
$271K 0.26%
+1,817
122
$268K 0.26%
+2,295
123
$266K 0.26%
+10,706
124
$265K 0.26%
+2,370
125
$264K 0.26%
+5,157
3 4
5
6 7