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
151
$202K 0.2%
+4,104
152
$201K 0.2%
+1,539
153
$35.3K 0.03%
+10,096
154
$30.1K 0.03%
+12,580
155
$27.6K 0.03%
+10,000
156
$20K 0.02%
+10,330
157
$2.2K ﹤0.01%
+1,489