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
351
$503K 0.03%
+12,945
352
$501K 0.03%
14,039
+3,300
353
$498K 0.03%
+6,700
354
$498K 0.03%
12,501
+3,543
355
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23,944
-2,302
356
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3,177
+1,114
357
$493K 0.03%
6,154
+27
358
$492K 0.03%
+14,310
359
$487K 0.03%
3,603
-1,468
360
$485K 0.03%
23,283
+11,965
361
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4,560
+840
362
$480K 0.03%
4,610
+593
363
$480K 0.03%
+956
364
$478K 0.03%
2,144
+576
365
$478K 0.03%
2,244
+1,046
366
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24,210
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368
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2,628
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369
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13,146
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370
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83,531
-2,992
371
$466K 0.03%
6,947
+2,288
372
$461K 0.03%
14,164
+7,127
373
$460K 0.03%
13,946
+6,265
374
$456K 0.03%
10,758
+2,812
375
$456K 0.03%
2,185
+1,050
13 14
15
16 17