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
$1.36M0.14% 10,250
+1,733
+20%
+$230K
$1.34M0.13% 54,941
+2,925
+6%
+$71.2K
$1.33M0.13% 15,201
+1,703
+13%
+$148K
$1.32M0.13% 31,661
+16,863
+114%
+$704K
$1.32M0.13% 2,811
+298
+12%
+$140K
$1.31M0.13% 6,177
-579
-9%
-$123K
$1.31M0.13% 16,556
-2,716
-14%
-$214K
$1.26M0.13% 21,442
+15,606
+267%
+$920K
$1.26M0.13% 56,129
-8,420
-13%
-$189K
$1.25M0.13% 27,980
+2,375
+9%
+$106K
$1.25M0.13% 47,275
+732
+2%
+$19.3K
$1.24M0.12% 5,789
+202
+4%
+$43.4K
$1.24M0.12% 6,482
+3,055
+89%
+$582K
$1.23M0.12% 4,746
+819
+21%
+$212K
$1.22M0.12% 18,265
-1,250
-6%
-$83.4K
$1.21M0.12% 17,399
+2,554
+17%
+$178K
$1.21M0.12% 6,232
+1,865
+43%
+$362K
$1.19M0.12% 12,938
+8,591
+198%
+$788K
$1.18M0.12% 32,913
-101
-0.3%
-$3.62K
$1.17M0.12% 5,881
+901
+18%
+$180K
$1.17M0.12% 8,369
+2,357
+39%
+$329K
$1.17M0.12%
+19,655
 New
+$1.17M
$1.16M0.12%
+12,301
 New
+$1.16M
$1.16M0.12%
+11,613
 New
+$1.16M
$1.14M0.11% 3,658
+539
+17%
+$168K
1 4567822