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
$173M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$7.06M
2
+$3.74M
3
+$2.02M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.53M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.42M

Top Sells

1
+$505K
2
+$409K
3
+$342K
4
REET icon
iShares Global REIT ETF
REET
+$279K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$250K

Sector Composition

1 Technology 9.55%
2 Healthcare 8.74%
3 Financials 3.59%
4 Consumer Discretionary 2.88%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$464K 0.27%
7,335
-152
102
$461K 0.27%
+14,827
103
$455K 0.26%
919
+331
104
$452K 0.26%
2,356
+568
105
$442K 0.25%
2,803
+986
106
$441K 0.25%
17,304
-9,816
107
$437K 0.25%
2,893
+584
108
$435K 0.25%
+4,602
109
$430K 0.25%
2,635
+17
110
$428K 0.25%
+6,227
111
$424K 0.24%
+1,770
112
$423K 0.24%
10,296
+281
113
$419K 0.24%
+2,297
114
$419K 0.24%
+2,835
115
$418K 0.24%
1,388
+146
116
$417K 0.24%
9,990
-28
117
$417K 0.24%
2,255
-40
118
$412K 0.24%
+9,088
119
$409K 0.24%
6,092
+2,274
120
$401K 0.23%
+12,554
121
$399K 0.23%
+4,695
122
$386K 0.22%
+4,800
123
$385K 0.22%
15,257
+3,070
124
$383K 0.22%
+5,994
125
$382K 0.22%
3,365
+1,279
3 4
5
6 7