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
426
$380K 0.03%
905
+193
427
$380K 0.03%
+6,237
428
$379K 0.03%
5,493
+2,001
429
$379K 0.03%
1,624
+221
430
$376K 0.03%
1,133
+169
431
$376K 0.03%
15,103
-4,945
432
$376K 0.03%
12,109
+1,174
433
$374K 0.03%
7,677
+3,482
434
$374K 0.03%
2,254
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435
$371K 0.02%
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436
$370K 0.02%
13,882
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437
$369K 0.02%
3,713
-5
438
$369K 0.02%
2,048
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439
$367K 0.02%
4,131
-1,680
440
$367K 0.02%
5,166
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441
$365K 0.02%
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442
$364K 0.02%
8,549
-2,406
443
$362K 0.02%
+8,545
444
$361K 0.02%
+1,303
445
$359K 0.02%
+7,296
446
$359K 0.02%
4,735
+251
447
$358K 0.02%
801
+142
448
$354K 0.02%
7,587
449
$351K 0.02%
+9,555
450
$351K 0.02%
+19,353
16 17
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