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
$1.13M0.11% 6,991
-566
-7%
-$91.3K
$1.1M0.11% 12,292
-883
-7%
-$79.2K
$1.09M0.11% 12,894
+1,059
+9%
+$89.4K
$1.09M0.11% 24,092
-170
-0.7%
-$7.66K
$1.07M0.11%
+22,031
 New
+$1.07M
$1.06M0.11%
+17,732
 New
+$1.06M
$1.06M0.11% 33,322
-171
-0.5%
-$5.43K
$1.05M0.11% 3,880
+277
+8%
+$75.3K
$1.05M0.11% 6,862
+2,874
+72%
+$441K
$1.04M0.1% 9,484
+6,885
+265%
+$757K
$1.04M0.1% 62,390
+6,927
+12%
+$116K
$1.04M0.1% 5,768
-1,351
-19%
-$243K
$1.02M0.1%
+28,089
 New
+$1.02M
$1.01M0.1% 17,308
+3,423
+25%
+$200K
$1.01M0.1% 45,356
+10,520
+30%
+$233K
$987K0.1% 3,882
+1,241
+47%
+$316K
$987K0.1% 13,919
+1,909
+16%
+$135K
$982K0.1% 10,931
+1,500
+16%
+$135K
$981K0.1% 16,342
+875
+6%
+$52.5K
$980K0.1% 1,036
+647
+166%
+$612K
$975K0.1% 38,617
+4,955
+15%
+$125K
$965K0.1% 36,823
+1,171
+3%
+$30.7K
$963K0.1% 9,377
+1,429
+18%
+$147K
$954K0.1% 15,722
+9,687
+161%
+$588K
$935K0.09% 3,059
+832
+37%
+$254K
1 5678922