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
126
$381K 0.22%
1,100
+291
127
$381K 0.22%
1,665
-138
128
$378K 0.22%
9,387
129
$376K 0.22%
+2,850
130
$373K 0.22%
16,092
-14,772
131
$370K 0.21%
+8,532
132
$369K 0.21%
15,048
+4,342
133
$369K 0.21%
3,611
134
$368K 0.21%
+7,870
135
$361K 0.21%
+1,975
136
$360K 0.21%
+8,514
137
$360K 0.21%
4,572
-817
138
$357K 0.21%
1,912
+452
139
$352K 0.2%
+2,820
140
$350K 0.2%
+6,439
141
$350K 0.2%
5,981
-187
142
$349K 0.2%
3,900
-200
143
$347K 0.2%
+1,994
144
$347K 0.2%
+5,674
145
$347K 0.2%
+6,718
146
$343K 0.2%
6,819
-3,227
147
$337K 0.19%
5,318
-1,889
148
$336K 0.19%
5,664
+2,113
149
$335K 0.19%
1,342
-15
150
$334K 0.19%
3,063
-392
4 5
6
7 8