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
26
$11M 0.73%
36,225
-88
27
$11M 0.73%
+205,026
28
$10.7M 0.72%
105,751
+29,253
29
$10.2M 0.68%
20,941
+6,097
30
$10.2M 0.68%
36,879
+13,752
31
$9.9M 0.66%
404,893
+10,627
32
$9.28M 0.62%
200,321
+54,458
33
$9.08M 0.61%
31,318
+9,559
34
$8.63M 0.58%
48,670
+11,848
35
$8.51M 0.57%
149,243
+21,199
36
$8.35M 0.56%
314,912
+105,145
37
$8.26M 0.55%
132,461
+21,656
38
$8.09M 0.54%
236,697
-4,919
39
$7.43M 0.5%
24,428
+6,959
40
$7.3M 0.49%
+157,552
41
$7.22M 0.48%
30,041
+5,337
42
$7.18M 0.48%
22,597
+8,544
43
$6.74M 0.45%
18,983
+5,642
44
$6.59M 0.44%
+238,046
45
$6.58M 0.44%
134,091
+9,990
46
$6.05M 0.4%
10,772
+3,636
47
$5.72M 0.38%
68,478
+18,512
48
$5.66M 0.38%
52,497
+16,594
49
$5.38M 0.36%
22,695
-324
50
$5.37M 0.36%
225,410
+203,096
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