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SAI
Savvy Advisors Inc Portfolio holdings
AUM
$3.75B
1-Year Est. Return
21.95%
This Fund
S&P 500
This Quarter
Est. Return
+9.51%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$97.2M
Cap. Flow
% of AUM
94.34%
Top 10 Holdings %
Top 10 Hldgs %
35.01%
Holding
157
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amgen
AMGN
|
+$10.7M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$4.82M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
+$3.88M |
| 4 |
Microsoft
MSFT
|
+$3.01M |
| 5 |
iShares Core Universal USD Bond ETF
IUSB
|
+$2.62M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 13.01% |
| 2 | Technology | 9.48% |
| 3 | Financials | 3.87% |
| 4 | Consumer Discretionary | 3.25% |
| 5 | Communication Services | 2.38% |
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Savvy Advisors Inc's Q4 2023 Portfolio in Review
Q4 2023 is the first quarter with a 13F filing on record for Savvy Advisors Inc, which disclosed 157 positions worth $103M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Amgen: 39,297 shares worth $11.3M.
By sector, the portfolio is most concentrated in Healthcare at 13% of assets, followed by Technology and Financials.
- Savvy Advisors Inc's largest Q4 2023 buy was Amgen: 39,297 shares worth $11.3M.
- Savvy Advisors Inc's ten largest holdings make up 35% of its $103M portfolio in Q4 2023.
- Savvy Advisors Inc disclosed 157 positions in Q4 2023, its first 13F filing on record.
Based on Savvy Advisors Inc's 13F filing for Q4 2023, filed 8 Feb 2024.