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Home > Institutional Investor > Savvy Advisors, Inc. > Profile

Instuitional Investor - Savvy Advisors, Inc.

Fund Profile
Filing Period:
Fund Name: Savvy Advisors, Inc.
Portfolio Value $103,018,107
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amgen Inc
 AMGN 39,297 $11,318,322 10.98%
2.
Vanguard Index Fds
 11,763 $5,138,165 4.98%
3.
Schwab Strategic Trust
 FNDF 73,664 $4,154,650 4.03%
4.
Microsoft Corp
 MSFT 8,453 $3,178,592 3.08%
5.
Ishares Tr
 59,346 $2,734,070 2.65%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)