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
501
$292K 0.02%
+882
502
$291K 0.02%
+3,861
503
$291K 0.02%
5,937
504
$290K 0.02%
78
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505
$288K 0.02%
5,443
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506
$287K 0.02%
+6,351
507
$284K 0.02%
2,148
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508
$282K 0.02%
551
+19
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510
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2,029
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511
$280K 0.02%
421
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512
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+1,170
513
$277K 0.02%
2,701
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514
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1,428
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515
$271K 0.02%
5,843
516
$270K 0.02%
7,941
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517
$270K 0.02%
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518
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519
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3,122
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520
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11,202
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$267K 0.02%
9,074
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522
$263K 0.02%
+3,530
523
$263K 0.02%
+2,664
524
$260K 0.02%
3,234
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525
$256K 0.02%
1,317
-1,005
19 20
21
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