SAI
Savvy Advisors Inc Portfolio holdings
AUM
$1.5B
This Quarter Return
+9.51%
1 Year Return
+19.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
35.01%
Holding
157
New
157
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Amgen
AMGN
|
$11.3M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.14M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$4.15M |
| 4 |
Microsoft
MSFT
|
$3.18M |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Affirm
AFRM
$28.8B
| $202K | 0.2% |
+4,104
| New | +$202K |
|
152
Blackstone
BX
$134B
| $201K | 0.2% |
+1,539
| New | +$201K |
|
153
Banco Bradesco
BBD
$32.9B
| $35.3K | 0.03% |
+10,096
| New | +$35.3K |
|
154
Lloyds Banking Group
LYG
$64.3B
| $30.1K | 0.03% |
+12,580
| New | +$30.1K |
|
|
MOND
155
DELISTED
Mondee Holdings, Inc. Class A Common Stock
MOND
| $27.6K | 0.03% |
+10,000
| New | +$27.6K |
|
|
NVX
156
NOVONIX
NVX
$237M
| $20K | 0.02% |
+10,330
| New | +$20K |
|
157
KULR Technology Group
KULR
$193M
| $2.2K | ﹤0.01% |
+11,915
| New | +$2.2K |
|