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
201
$806K 0.08%
22,240
202
$799K 0.08%
8,515
+6,091
203
$793K 0.08%
325,010
+119,533
204
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4,553
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205
$767K 0.08%
3,805
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206
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4,621
+2,241
207
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1,206
-39
208
$763K 0.08%
7,792
+204
209
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16,556
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210
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32,140
211
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5,712
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212
$741K 0.07%
20,513
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213
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3,170
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214
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921
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215
$731K 0.07%
1,965
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216
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10,786
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217
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35,642
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218
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3,101
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219
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220
$719K 0.07%
3,508
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221
$717K 0.07%
2,532
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222
$711K 0.07%
5,297
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223
$703K 0.07%
25,328
-1,673
224
$703K 0.07%
1,574
-1,006
225
$696K 0.07%
3,200
-3,760
7 8
9
10 11