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
526
$253K 0.02%
+4,710
527
$252K 0.02%
+1,456
528
$251K 0.02%
+241
529
$249K 0.02%
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530
$248K 0.02%
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531
$248K 0.02%
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532
$246K 0.02%
5,700
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533
$246K 0.02%
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534
$245K 0.02%
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535
$245K 0.02%
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536
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537
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538
$241K 0.02%
3,090
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539
$238K 0.02%
+761
540
$237K 0.02%
+1,803
541
$237K 0.02%
+1,430
542
$237K 0.02%
1,375
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544
$235K 0.02%
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545
$235K 0.02%
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546
$235K 0.02%
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547
$234K 0.02%
8,663
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548
$234K 0.02%
1,434
-32
549
$234K 0.02%
+1,015
550
$234K 0.02%
+1,116
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