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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$5.14M
3
+$4.15M
4
MSFT icon
Microsoft
MSFT
+$3.18M
5
IUSB icon
iShares Core Total USD Bond Market ETF
IUSB
+$2.73M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 13.01%
2 Technology 9.68%
3 Financials 3.67%
4 Consumer Discretionary 3.25%
5 Communication Services 2.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.3M 10.99%
+39,297
2
$5.14M 4.99%
+11,763
3
$4.15M 4.03%
+220,992
4
$3.18M 3.09%
+8,453
5
$2.73M 2.65%
+59,346
6
$2.58M 2.5%
+6,294
7
$1.99M 1.93%
+41,649
8
$1.85M 1.8%
+18,801
9
$1.76M 1.71%
+9,165
10
$1.36M 1.32%
+33,503
11
$1.27M 1.23%
+47,865
12
$1.25M 1.21%
+25,170
13
$1.24M 1.21%
+12,521
14
$1.18M 1.15%
+63,912
15
$1.15M 1.12%
+24,549
16
$1.07M 1.04%
+11,072
17
$1.05M 1.02%
+44,650
18
$1.05M 1.02%
+22,657
19
$946K 0.92%
+18,748
20
$932K 0.91%
+6,136
21
$919K 0.89%
+11,479
22
$902K 0.88%
+23,927
23
$893K 0.87%
+34,230
24
$868K 0.84%
+15,525
25
$853K 0.83%
+3,433
1
2 3 4 5