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
51
$5.37M 0.36%
6,889
+2,132
52
$5.13M 0.34%
52,490
+12,692
53
$5.12M 0.34%
76,445
+27,884
54
$5.07M 0.34%
5,126
+1,026
55
$4.96M 0.33%
16,843
+1,874
56
$4.86M 0.32%
11,091
+569
57
$4.7M 0.31%
15,416
+395
58
$4.58M 0.31%
24,686
+4,450
59
$4.44M 0.3%
63,262
-9
60
$4.41M 0.29%
12,033
+3,843
61
$4.18M 0.28%
38,276
+4,197
62
$4.02M 0.27%
13,745
+1,607
63
$3.8M 0.25%
39,826
+4,010
64
$3.75M 0.25%
79,087
+19,461
65
$3.66M 0.24%
8,630
+1,868
66
$3.65M 0.24%
25,474
+6,473
67
$3.57M 0.24%
70,147
+53,123
68
$3.56M 0.24%
77,899
-1,531
69
$3.4M 0.23%
30,844
+12,399
70
$3.39M 0.23%
22,214
+2,522
71
$3.37M 0.22%
42,803
+9,756
72
$3.37M 0.22%
53,345
+9,577
73
$3.11M 0.21%
17,093
+3,272
74
$3.05M 0.2%
124,189
+11,394
75
$2.99M 0.2%
10,496
+3,562
1 2
3
4 5