SAI

Savvy Advisors Inc Portfolio holdings

AUM $994M
This Quarter Return
-1.47%
1 Year Return
+10.48%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$994M
AUM Growth
+$163M
Cap. Flow
+$181M
Cap. Flow %
18.21%
Top 10 Hldgs %
35.47%
Holding
540
New
90
Increased
314
Reduced
93
Closed
22

Top Buys

1
$13.8M
2
$13.7M
3
$9.08M
4
$6.67M
5
$6.26M

Top Sells

1
$5.73M
2
$4.22M
3
$3.54M
4
$2.03M
5
$1.55M

Sector Composition

1Technology16.01%
2Financials4.96%
3Healthcare4.42%
4Consumer Staples3.29%
5Consumer Discretionary3.13%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$806K0.08% 22,240––
$799K0.08% 8,515
+6,091
+251%
+$571K
$793K0.08% 325,010
-1,729,761
-84%
-$4.22M
$776K0.08% 4,553
+2,112
+87%
+$360K
$767K0.08% 3,805
+180
+5%
+$36.3K
$767K0.08% 4,621
+2,241
+94%
+$372K
$765K0.08% 1,206
-39
-3%
-$24.7K
$763K0.08% 7,792
+204
+3%
+$20K
$763K0.08% 16,556
+891
+6%
+$41.1K
$760K0.08% 32,140––
$755K0.08% 5,712
+601
+12%
+$79.5K
$741K0.07% 20,513
+411
+2%
+$14.9K
$740K0.07% 3,170
-47
-1%
-$11K
$733K0.07% 921
+378
+70%
+$301K
$731K0.07% 1,965
+321
+20%
+$119K
$730K0.07% 10,786
+2,243
+26%
+$152K
$724K0.07% 35,642
-1,998
-5%
-$40.6K
$723K0.07% 3,101
+818
+36%
+$191K
$721K0.07% 9,394
-108
-1%
-$8.29K
$719K0.07% 3,508
-824
-19%
-$169K
$717K0.07% 2,532
+239
+10%
+$67.7K
$711K0.07% 5,297
+2,076
+64%
+$279K
$703K0.07% 25,328
-1,673
-6%
-$46.5K
$703K0.07% 1,574
-1,006
-39%
-$449K
$696K0.07% 3,200
-3,760
-54%
-$818K
1 789101122