SAI

Savvy Advisors Inc Portfolio holdings

AUM $2.18B
1-Year Est. Return 21.78%
This Quarter Est. Return
1 Year Est. Return
+21.78%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.7M
3
+$9.08M
4
VTV icon
Vanguard Value ETF
VTV
+$6.67M
5
AAPL icon
Apple
AAPL
+$6.26M

Top Sells

1
+$5.73M
2
+$3.54M
3
+$2.03M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.55M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.16M

Sector Composition

1 Technology 16.01%
2 Financials 4.96%
3 Healthcare 4.42%
4 Consumer Staples 3.29%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.63M 0.16%
20,775
+1,378
102
$1.63M 0.16%
15,476
-316
103
$1.61M 0.16%
7,646
-214
104
$1.59M 0.16%
7,958
+728
105
$1.56M 0.16%
+48,231
106
$1.56M 0.16%
5,828
+1,031
107
$1.56M 0.16%
66,609
+2,807
108
$1.54M 0.15%
18,807
-8,213
109
$1.53M 0.15%
53,974
+2,219
110
$1.52M 0.15%
33,577
+19,229
111
$1.52M 0.15%
28,148
+12,975
112
$1.51M 0.15%
96,867
+9,430
113
$1.48M 0.15%
5,559
+2,182
114
$1.48M 0.15%
16,226
+6,841
115
$1.47M 0.15%
22,429
+2,095
116
$1.47M 0.15%
16,201
+9,418
117
$1.46M 0.15%
64,235
+2,682
118
$1.46M 0.15%
10,412
+944
119
$1.45M 0.15%
5,108
+1,182
120
$1.45M 0.15%
15,500
+4,480
121
$1.41M 0.14%
2,559
+2,055
122
$1.41M 0.14%
4,267
+227
123
$1.4M 0.14%
12,016
+460
124
$1.39M 0.14%
+29,606
125
$1.37M 0.14%
5,901
+522
3 4
5
6 7