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
176
$934K 0.09%
9,292
177
$933K 0.09%
18,265
+3,373
178
$928K 0.09%
6,304
+477
179
$928K 0.09%
1,864
+321
180
$927K 0.09%
16,083
-3,715
181
$918K 0.09%
12,793
+1,408
182
$915K 0.09%
2,981
+21
183
$914K 0.09%
18,418
+997
184
$913K 0.09%
34,223
+2,395
185
$908K 0.09%
18,606
-261
186
$908K 0.09%
12,390
+2,905
187
$895K 0.09%
10,950
-269
188
$883K 0.09%
8,757
-2,506
189
$876K 0.09%
3,257
+899
190
$871K 0.09%
17,184
+2,719
191
$869K 0.09%
34,268
192
$867K 0.09%
7,781
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193
$866K 0.09%
17,024
+24
194
$839K 0.08%
18,259
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195
$835K 0.08%
30,098
+2,795
196
$834K 0.08%
12,014
+4,891
197
$827K 0.08%
2,157
+691
198
$817K 0.08%
+31,181
199
$813K 0.08%
6,675
+765
200
$811K 0.08%
15,480
-2,803
6 7
8
9 10