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
576
$218K 0.01%
+895
577
$218K 0.01%
+699
578
$217K 0.01%
+2,538
579
$217K 0.01%
+3,358
580
$217K 0.01%
+14,100
581
$217K 0.01%
+2,049
582
$216K 0.01%
+7,359
583
$215K 0.01%
+6,104
584
$215K 0.01%
+3,095
585
$214K 0.01%
+11,378
586
$214K 0.01%
11,549
+1,039
587
$213K 0.01%
+2,334
588
$212K 0.01%
1,140
-50
589
$212K 0.01%
+1,125
590
$212K 0.01%
+470
591
$212K 0.01%
+1,574
592
$212K 0.01%
+1,003
593
$211K 0.01%
+1,881
594
$211K 0.01%
+2,461
595
$210K 0.01%
+5,916
596
$210K 0.01%
+1,649
597
$210K 0.01%
+4,033
598
$210K 0.01%
+3,037
599
$209K 0.01%
+3,329
600
$207K 0.01%
+3,078
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