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
626
$154K 0.01%
23,379
+360
627
$147K 0.01%
+16,277
628
$144K 0.01%
+13,885
629
$141K 0.01%
13,962
+3,124
630
$141K 0.01%
+13,244
631
$139K 0.01%
+12,832
632
$135K 0.01%
+29,700
633
$134K 0.01%
+11,902
634
$108K 0.01%
+18,800
635
$96.9K 0.01%
22,809
+1,464
636
$91.4K 0.01%
+10,236
637
$88.9K 0.01%
+15,333
638
$87.4K 0.01%
+24,200
639
$81.3K 0.01%
+30,919
640
$75.4K 0.01%
80,652
641
$58.4K ﹤0.01%
8,713
+7,246
642
$39.8K ﹤0.01%
+11,700
643
$35.3K ﹤0.01%
21,266
644
$31.2K ﹤0.01%
+126,500
645
$22.8K ﹤0.01%
+56,504
646
$19.5K ﹤0.01%
16,000
647
$17K ﹤0.01%
529
-16
648
$9.25K ﹤0.01%
+1,000
649
– –
-16,995
650
– –
-11,076
24 25
26
27 28