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
551
$233K 0.02%
1,731
-1,234
552
$233K 0.02%
+2,322
553
$233K 0.02%
+13,361
554
$231K 0.02%
2,119
-47
555
$231K 0.02%
+582
556
$231K 0.02%
2,399
+443
557
$231K 0.02%
+1,042
558
$230K 0.02%
+4,781
559
$230K 0.02%
+1,727
560
$229K 0.02%
3,098
-94
561
$229K 0.02%
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562
$229K 0.02%
+2,494
563
$229K 0.02%
+6,885
564
$228K 0.02%
+1,994
565
$228K 0.02%
+2,065
566
$228K 0.02%
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567
$228K 0.02%
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568
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$226K 0.02%
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$225K 0.02%
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571
$224K 0.01%
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572
$222K 0.01%
+4,446
573
$222K 0.01%
2,726
-69
574
$219K 0.01%
4,032
-449
575
$219K 0.01%
4,362
-523
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