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
476
$315K 0.02%
+810
477
$314K 0.02%
1,735
+92
478
$311K 0.02%
2,111
+207
479
$310K 0.02%
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-51
480
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+8,438
481
$309K 0.02%
+999
482
$309K 0.02%
25,901
+2,848
483
$309K 0.02%
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484
$306K 0.02%
2,656
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485
$306K 0.02%
6,631
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486
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7,265
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487
$304K 0.02%
+5,592
488
$304K 0.02%
415
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489
$303K 0.02%
3,774
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490
$303K 0.02%
9,514
-2,046
491
$302K 0.02%
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492
$302K 0.02%
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$301K 0.02%
11,733
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494
$301K 0.02%
5,908
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495
$297K 0.02%
515
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496
$297K 0.02%
+3,161
497
$297K 0.02%
6,237
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498
$297K 0.02%
2,338
+224
499
$293K 0.02%
3,937
-378
500
$292K 0.02%
+2,383
18 19
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