SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.1B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.5B
AUM Growth
+$504M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
677
New
Increased
Reduced
Closed

Top Buys

1
+$40.3M
2
+$34.6M
3
+$26M
4
MSFT icon
Microsoft
MSFT
+$14.5M
5
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$11.3M

Top Sells

1
+$2.83M
2
+$1.35M
3
+$869K
4
INMU icon
BlackRock Intermediate Muni Income Bond ETF
INMU
+$760K
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$731K

Sector Composition

1 Technology 17.06%
2 Financials 4.84%
3 Healthcare 3.47%
4 Consumer Discretionary 3.26%
5 Communication Services 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$829K 0.06%
9,994
-8,813
252
$828K 0.06%
12,278
+2,094
253
$811K 0.05%
1,728
+656
254
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255
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15,287
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256
$805K 0.05%
4,129
+748
257
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32,309
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258
$796K 0.05%
6,854
+337
259
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260
$780K 0.05%
3,248
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261
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262
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12,272
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263
$768K 0.05%
6,395
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264
$762K 0.05%
12,748
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265
$762K 0.05%
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267
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2,766
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21,704
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269
$749K 0.05%
28,798
-1,300
270
$741K 0.05%
+13,029
271
$740K 0.05%
6,100
+3,649
272
$739K 0.05%
7,877
+1,449
273
$733K 0.05%
1,809
-55
274
$732K 0.05%
8,128
+166
275
$732K 0.05%
2,917
+527
9 10
11
12 13