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
151
$1.13M 0.11%
6,991
-566
152
$1.1M 0.11%
12,292
-883
153
$1.09M 0.11%
12,894
+1,059
154
$1.09M 0.11%
24,092
-170
155
$1.07M 0.11%
+22,031
156
$1.06M 0.11%
+17,732
157
$1.06M 0.11%
33,322
-171
158
$1.05M 0.11%
3,880
+277
159
$1.05M 0.11%
6,862
+2,874
160
$1.04M 0.1%
9,484
+6,885
161
$1.04M 0.1%
62,390
+6,927
162
$1.04M 0.1%
5,768
-1,351
163
$1.02M 0.1%
+28,089
164
$1.01M 0.1%
17,308
+3,423
165
$1.01M 0.1%
45,356
+10,520
166
$987K 0.1%
3,882
+1,241
167
$987K 0.1%
13,919
+1,909
168
$982K 0.1%
10,931
+1,500
169
$981K 0.1%
16,342
+875
170
$980K 0.1%
1,036
+647
171
$975K 0.1%
38,617
+4,955
172
$965K 0.1%
36,823
+1,171
173
$963K 0.1%
9,377
+1,429
174
$954K 0.1%
15,722
+9,687
175
$935K 0.09%
3,059
+832
5 6
7
8 9