Asset Manager
← All Institutions
Savvy Advisors, Inc.
Market Value
$0
-100.0%
Holdings
985
-63
New Purchases
0
Added To
0
Closed
985
Reduced
0
Top 10 Concentration
0%
Turnover
0%
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 76 | $0 | 0% |
| Large Cap | 563 | $0 | 0% |
| Mid Cap | 177 | $0 | 0% |
| Small Cap | 125 | $0 | 0% |
| Micro Cap | 44 | $0 | 0% |
Portfolio Analytics
Avg Market Cap
$93.9B
Median Market Cap
$20.0B
Avg P/E
33.4
Median P/E
23.5
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
508
# ETFs / Funds
477
Top Holdings (985 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | DIS | —% | — | — | — | -$2M | -20,515 | -100.0% | SOLD |
| 2 | ESTC | —% | — | — | — | -$490K | -6,501 | -100.0% | SOLD |
| 3 | ABT | —% | — | — | — | -$4M | -30,120 | -100.0% | SOLD |
| 4 | T | —% | — | — | — | -$4M | -145,380 | -100.0% | SOLD |
| 5 | YUM | —% | — | — | — | -$232K | -1,532 | -100.0% | SOLD |
| 6 | AVB | —% | — | — | — | -$1M | -7,858 | -100.0% | SOLD |
| 7 | BDX | —% | — | — | — | -$739K | -3,808 | -100.0% | SOLD |
| 8 | EXPD | —% | — | — | — | -$270K | -1,811 | -100.0% | SOLD |
| 9 | AMP | —% | — | — | — | -$552K | -1,126 | -100.0% | SOLD |
| 10 | ACN | —% | — | — | — | -$1M | -4,824 | -100.0% | SOLD |
| 11 | GLW | —% | — | — | — | -$699K | -7,988 | -100.0% | SOLD |
| 12 | ARW | —% | — | — | — | -$222K | -2,015 | -100.0% | SOLD |
| 13 | NOW | —% | — | — | — | -$2M | -10,032 | -100.0% | SOLD |
| 14 | NEE | —% | — | — | — | -$3M | -37,362 | -100.0% | SOLD |
| 15 | CVX | —% | — | — | — | -$6M | -42,302 | -100.0% | SOLD |
| 16 | PDI | —% | — | — | — | -$339K | -19,150 | -100.0% | SOLD |
| 17 | AN | —% | — | — | — | -$298K | -1,443 | -100.0% | SOLD |
| 18 | AR | —% | — | — | — | -$221K | -6,426 | -100.0% | SOLD |
| 19 | ED | —% | — | — | — | -$401K | -4,033 | -100.0% | SOLD |
| 20 | FDX | —% | — | — | — | -$881K | -3,049 | -100.0% | SOLD |
| 21 | ALL | —% | — | — | — | -$667K | -3,204 | -100.0% | SOLD |
| 22 | UBER | —% | — | — | — | -$2M | -26,534 | -100.0% | SOLD |
| 23 | CVS | —% | — | — | — | -$782K | -9,849 | -100.0% | SOLD |
| 24 | HPE | —% | — | — | — | -$407K | -16,963 | -100.0% | SOLD |
| 25 | PB | —% | — | — | — | -$5M | -68,705 | -100.0% | SOLD |
| 26 | AMT | —% | — | — | — | -$843K | -4,799 | -100.0% | SOLD |
| 27 | ACHR | —% | — | — | — | -$140K | -18,637 | -100.0% | SOLD |
| 28 | TSLX | —% | — | — | — | -$942K | -43,389 | -100.0% | SOLD |
| 29 | ADX | —% | — | — | — | -$466K | -19,992 | -100.0% | SOLD |
| 30 | LHX | —% | — | — | — | -$1M | -3,529 | -100.0% | SOLD |
| 31 | AEM | —% | — | — | — | -$276K | -1,627 | -100.0% | SOLD |
| 32 | BMY | —% | — | — | — | -$3M | -57,170 | -100.0% | SOLD |
| 33 | XOM | —% | — | — | — | -$10M | -87,021 | -100.0% | SOLD |
| 34 | CTRE | —% | — | — | — | -$322K | -8,916 | -100.0% | SOLD |
| 35 | BEN | —% | — | — | — | -$326K | -13,656 | -100.0% | SOLD |
| 36 | BBVA | —% | — | — | — | -$351K | -15,062 | -100.0% | SOLD |
| 37 | CFG | —% | — | — | — | -$677K | -11,593 | -100.0% | SOLD |
| 38 | AME | —% | — | — | — | -$274K | -1,337 | -100.0% | SOLD |
| 39 | CB | —% | — | — | — | -$1M | -4,466 | -100.0% | SOLD |
| 40 | SHV | —% | — | — | — | -$1M | -12,088 | -100.0% | SOLD |
| 41 | SGOV | —% | — | — | — | -$2M | -17,744 | -100.0% | SOLD |
| 42 | HWM | —% | — | — | — | -$632K | -3,084 | -100.0% | SOLD |
| 43 | PSX | —% | — | — | — | -$1M | -8,831 | -100.0% | SOLD |
| 44 | IVZ | —% | — | — | — | -$217K | -8,278 | -100.0% | SOLD |
| 45 | ZTS | —% | — | — | — | -$477K | -3,794 | -100.0% | SOLD |
| 46 | THG | —% | — | — | — | -$211K | -1,154 | -100.0% | SOLD |
| 47 | AIG | —% | — | — | — | -$594K | -6,943 | -100.0% | SOLD |
| 48 | D | —% | — | — | — | -$729K | -12,450 | -100.0% | SOLD |
| 49 | DLR | —% | — | — | — | -$256K | -1,655 | -100.0% | SOLD |
| 50 | MAIN | —% | — | — | — | -$1M | -18,077 | -100.0% | SOLD |
| 51 | ICE | —% | — | — | — | -$830K | -5,127 | -100.0% | SOLD |
| 52 | HLT | —% | — | — | — | -$302K | -1,052 | -100.0% | SOLD |
| 53 | APD | —% | — | — | — | -$219K | -887 | -100.0% | SOLD |
| 54 | TRGP | —% | — | — | — | -$258K | -1,396 | -100.0% | SOLD |
| 55 | AON | —% | — | — | — | -$326K | -925 | -100.0% | SOLD |
| 56 | CARR | —% | — | — | — | -$446K | -8,442 | -100.0% | SOLD |
| 57 | ANET | —% | — | — | — | -$1M | -8,305 | -100.0% | SOLD |
| 58 | GE | —% | — | — | — | -$5M | -14,810 | -100.0% | SOLD |
| 59 | HASI | —% | — | — | — | -$209K | -6,654 | -100.0% | SOLD |
| 60 | SNOW | —% | — | — | — | -$504K | -2,300 | -100.0% | SOLD |
| 61 | B | —% | — | — | — | -$1M | -25,786 | -100.0% | SOLD |
| 62 | NCLH | —% | — | — | — | -$296K | -13,245 | -100.0% | SOLD |
| 63 | FTI | —% | — | — | — | -$744K | -16,707 | -100.0% | SOLD |
| 64 | CAH | —% | — | — | — | -$223K | -1,087 | -100.0% | SOLD |
| 65 | AFL | —% | — | — | — | -$674K | -6,110 | -100.0% | SOLD |
| 66 | HII | —% | — | — | — | -$468K | -1,375 | -100.0% | SOLD |
| 67 | NXDR | —% | — | — | — | -$45K | -21,266 | -100.0% | SOLD |
| 68 | SPOT | —% | — | — | — | -$2M | -3,070 | -100.0% | SOLD |
| 69 | MS | —% | — | — | — | -$2M | -13,765 | -100.0% | SOLD |
| 70 | FDS | —% | — | — | — | -$433K | -1,491 | -100.0% | SOLD |
| 71 | OTIS | —% | — | — | — | -$202K | -2,317 | -100.0% | SOLD |
| 72 | GS | —% | — | — | — | -$5M | -5,289 | -100.0% | SOLD |
| 73 | HD | —% | — | — | — | -$7M | -19,478 | -100.0% | SOLD |
| 74 | HAL | —% | — | — | — | -$284K | -10,033 | -100.0% | SOLD |
| 75 | AXP | —% | — | — | — | -$3M | -7,402 | -100.0% | SOLD |
| 76 | APO | —% | — | — | — | -$227K | -1,566 | -100.0% | SOLD |
| 77 | DVN | —% | — | — | — | -$562K | -15,339 | -100.0% | SOLD |
| 78 | EIX | —% | — | — | — | -$781K | -13,018 | -100.0% | SOLD |
| 79 | FNF | —% | — | — | — | -$226K | -4,140 | -100.0% | SOLD |
| 80 | BMO | —% | — | — | — | -$243K | -1,870 | -100.0% | SOLD |
| 81 | ABBV | —% | — | — | — | -$8M | -36,568 | -100.0% | SOLD |
| 82 | DHR | —% | — | — | — | -$780K | -3,409 | -100.0% | SOLD |
| 83 | ECL | —% | — | — | — | -$912K | -3,473 | -100.0% | SOLD |
| 84 | AJG | —% | — | — | — | -$363K | -1,402 | -100.0% | SOLD |
| 85 | CL | —% | — | — | — | -$467K | -5,914 | -100.0% | SOLD |
| 86 | CRM | —% | — | — | — | -$3M | -10,830 | -100.0% | SOLD |
| 87 | AHR | —% | — | — | — | -$249K | -5,288 | -100.0% | SOLD |
| 88 | IQV | —% | — | — | — | -$391K | -1,735 | -100.0% | SOLD |
| 89 | WST | —% | — | — | — | -$311K | -1,130 | -100.0% | SOLD |
| 90 | BBY | —% | — | — | — | -$536K | -8,016 | -100.0% | SOLD |
| 91 | GRMN | —% | — | — | — | -$463K | -2,283 | -100.0% | SOLD |
| 92 | BLK | —% | — | — | — | -$3M | -2,750 | -100.0% | SOLD |
| 93 | ET | —% | — | — | — | -$282K | -17,105 | -100.0% | SOLD |
| 94 | FSK | —% | — | — | — | -$361K | -24,378 | -100.0% | SOLD |
| 95 | HSY | —% | — | — | — | -$245K | -1,347 | -100.0% | SOLD |
| 96 | SPG | —% | — | — | — | -$522K | -2,818 | -100.0% | SOLD |
| 97 | A | —% | — | — | — | -$267K | -1,959 | -100.0% | SOLD |
| 98 | BTI | —% | — | — | — | -$611K | -10,797 | -100.0% | SOLD |
| 99 | EOG | —% | — | — | — | -$263K | -2,500 | -100.0% | SOLD |
| 100 | MO | —% | — | — | — | -$2M | -37,883 | -100.0% | SOLD |
Options Breakdown
19 Calls
$0 Call Value
7 Puts
$0 Put Value