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
$492M
AUM Growth
+$186M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
374
New
Increased
Reduced
Closed

Top Buys

1
+$30.7M
2
+$11.1M
3
+$10.9M
4
JQUA icon
JPMorgan US Quality Factor ETF
JQUA
+$9.05M
5
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$7.9M

Top Sells

1
+$5.13M
2
+$2.85M
3
+$1.81M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$1.19M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$954K

Sector Composition

1 Technology 10.13%
2 Healthcare 5.89%
3 Consumer Staples 3.69%
4 Financials 3.53%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$535K 0.11%
8,522
+184
177
$525K 0.11%
13,613
-1,009
178
$516K 0.1%
19,238
-35,588
179
$509K 0.1%
870
+208
180
$506K 0.1%
1,865
+514
181
$501K 0.1%
1,388
+318
182
$494K 0.1%
12,458
+2,426
183
$493K 0.1%
+1,004
184
$491K 0.1%
1,030
+285
185
$482K 0.1%
16,517
-602
186
$479K 0.1%
3,154
+1,642
187
$478K 0.1%
5,108
+1,643
188
$466K 0.09%
4,325
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189
$463K 0.09%
10,595
+223
190
$458K 0.09%
10,068
-3,791
191
$457K 0.09%
6,227
192
$454K 0.09%
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193
$453K 0.09%
2,940
-35
194
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2,810
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195
$446K 0.09%
1,811
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196
$444K 0.09%
3,728
+1,524
197
$443K 0.09%
4,953
+124
198
$441K 0.09%
6,227
+125
199
$440K 0.09%
4,284
+277
200
$438K 0.09%
2,179
+140
6 7
8
9 10