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
126
$1.36M 0.14%
10,250
+1,733
127
$1.34M 0.13%
54,941
+2,925
128
$1.33M 0.13%
15,201
+1,703
129
$1.32M 0.13%
31,661
+16,863
130
$1.32M 0.13%
2,811
+298
131
$1.31M 0.13%
6,177
-579
132
$1.31M 0.13%
16,556
-2,716
133
$1.26M 0.13%
21,442
+15,606
134
$1.26M 0.13%
56,129
-8,420
135
$1.25M 0.13%
27,980
+2,375
136
$1.25M 0.13%
47,275
+732
137
$1.24M 0.12%
5,789
+202
138
$1.24M 0.12%
6,482
+3,055
139
$1.23M 0.12%
4,746
+819
140
$1.22M 0.12%
18,265
-1,250
141
$1.21M 0.12%
17,399
+2,554
142
$1.21M 0.12%
6,232
+1,865
143
$1.19M 0.12%
12,938
+8,591
144
$1.18M 0.12%
32,913
-101
145
$1.17M 0.12%
5,881
+901
146
$1.17M 0.12%
8,369
+2,357
147
$1.17M 0.12%
+19,655
148
$1.16M 0.12%
+12,301
149
$1.16M 0.12%
+11,613
150
$1.14M 0.11%
3,658
+539
4 5
6
7 8