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
401
$413K 0.03%
5,799
+1,076
402
$412K 0.03%
9,228
+50
403
$411K 0.03%
3,808
404
$411K 0.03%
14,995
-680
405
$407K 0.03%
+7,920
406
$407K 0.03%
4,033
-853
407
$406K 0.03%
8,425
+406
408
$404K 0.03%
5,506
+590
409
$404K 0.03%
907
+285
410
$403K 0.03%
1,173
+370
411
$402K 0.03%
+1,064
412
$402K 0.03%
17,844
+2,764
413
$400K 0.03%
1,380
+306
414
$398K 0.03%
17,689
+2,004
415
$398K 0.03%
4,240
+1,581
416
$397K 0.03%
+6,697
417
$394K 0.03%
1,651
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418
$393K 0.03%
16,873
+174
419
$393K 0.03%
8,265
-12
420
$392K 0.03%
+1,197
421
$391K 0.03%
5,258
+1,502
422
$388K 0.03%
+5,511
423
$386K 0.03%
14,839
+1,760
424
$386K 0.03%
7,157
-141
425
$385K 0.03%
+3,065
15 16
17
18 19