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
126
$259K 0.25%
+2,461
127
$255K 0.25%
+6,532
128
$254K 0.25%
+1,460
129
$250K 0.24%
+5,883
130
$243K 0.24%
+3,818
131
$239K 0.23%
+3,080
132
$238K 0.23%
+5,715
133
$231K 0.22%
+4,174
134
$230K 0.22%
+2,086
135
$228K 0.22%
+4,329
136
$227K 0.22%
+5,843
137
$223K 0.22%
+5,497
138
$222K 0.22%
+9,530
139
$220K 0.21%
+6,537
140
$218K 0.21%
+3,551
141
$217K 0.21%
+421
142
$216K 0.21%
+2,305
143
$215K 0.21%
+3,906
144
$213K 0.21%
+3,840
145
$211K 0.21%
+354
146
$210K 0.2%
+2,540
147
$208K 0.2%
+2,042
148
$208K 0.2%
+5,340
149
$207K 0.2%
+5,191
150
$204K 0.2%
+5,230
3 4 5
6
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