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
601
$207K 0.01%
+1,867
602
$207K 0.01%
+3,152
603
$205K 0.01%
+10,004
604
$204K 0.01%
8,866
-4,905
605
$203K 0.01%
2,386
-97
606
$203K 0.01%
18,294
-347
607
$203K 0.01%
+2,953
608
$203K 0.01%
4,027
609
$203K 0.01%
+6,069
610
$203K 0.01%
+1,531
611
$202K 0.01%
+1,473
612
$202K 0.01%
+2,587
613
$202K 0.01%
+15,420
614
$202K 0.01%
+3,850
615
$201K 0.01%
+1,365
616
$201K 0.01%
+3,879
617
$201K 0.01%
+191,100
618
$201K 0.01%
+3,852
619
$200K 0.01%
+1,489
620
$189K 0.01%
+40,465
621
$179K 0.01%
+15,850
622
$177K 0.01%
10,168
623
$174K 0.01%
12,153
-2,878
624
$169K 0.01%
+10,721
625
$164K 0.01%
3,575
+1,453
23 24
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