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
1
$71.3M 7.17%
657,991
+15,586
2
$60.3M 6.06%
117,290
-2,260
3
$43.2M 4.34%
937,531
+297,383
4
$40.2M 4.04%
1,826,172
+234,836
5
$31.4M 3.16%
141,322
+28,186
6
$27.9M 2.8%
493,335
+160,705
7
$22.5M 2.26%
899,049
+551,134
8
$21.7M 2.18%
57,688
+11,728
9
$18.6M 1.87%
107,732
+38,586
10
$15.8M 1.59%
520,448
+7,263
11
$14.5M 1.46%
487,868
+58,052
12
$14.2M 1.43%
83,364
+10,565
13
$14.1M 1.42%
45,408
+2,468
14
$13M 1.31%
68,433
+13,640
15
$11.6M 1.16%
115,758
-10,509
16
$10.8M 1.08%
52,108
+6,097
17
$9.98M 1%
36,313
+218
18
$8.71M 0.88%
394,266
-1,504
19
$8.51M 0.86%
15,204
+8,423
20
$8.21M 0.83%
77,891
+8,929
21
$7.94M 0.8%
76,498
+58,469
22
$7.91M 0.8%
14,844
+4,173
23
$7.81M 0.79%
16,654
+5,123
24
$7.74M 0.78%
196,649
+49,403
25
$7.64M 0.77%
13,589
+6,806
1
2 3 4 5