SAI

Savvy Advisors Inc Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
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
IJH icon
76
iShares Core S&P Mid-Cap ETF
IJH
$101B
$2.99M 0.2%
48,222
+19,086
QUAL icon
77
iShares MSCI USA Quality Factor ETF
QUAL
$54B
$2.98M 0.2%
16,327
+4,504
SCHF icon
78
Schwab International Equity ETF
SCHF
$52.8B
$2.98M 0.2%
134,880
+18,620
ABT icon
79
Abbott
ABT
$221B
$2.9M 0.19%
21,305
+637
VWO icon
80
Vanguard FTSE Emerging Markets ETF
VWO
$103B
$2.8M 0.19%
56,707
+23,130
NFLX icon
81
Netflix
NFLX
$464B
$2.8M 0.19%
2,093
+543
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$2.73M 0.18%
55,674
-7,649
PANW icon
83
Palo Alto Networks
PANW
$147B
$2.7M 0.18%
13,195
+1,019
FYLD icon
84
Cambria Foreign Shareholder Yield ETF
FYLD
$452M
$2.68M 0.18%
91,786
-5,137
INTU icon
85
Intuit
INTU
$190B
$2.68M 0.18%
3,406
+229
TFI icon
86
SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.3B
$2.65M 0.18%
59,323
+35,231
T icon
87
AT&T
T
$179B
$2.65M 0.18%
91,488
+37,514
SUB icon
88
iShares Short-Term National Muni Bond ETF
SUB
$10.2B
$2.59M 0.17%
24,377
+5,207
KO icon
89
Coca-Cola
KO
$300B
$2.58M 0.17%
36,473
+4,379
ORCL icon
90
Oracle
ORCL
$808B
$2.54M 0.17%
11,632
+1,220
VYM icon
91
Vanguard High Dividend Yield ETF
VYM
$65.6B
$2.47M 0.17%
18,547
+3,691
CSCO icon
92
Cisco
CSCO
$279B
$2.39M 0.16%
34,454
+5,194
FTEC icon
93
Fidelity MSCI Information Technology Index ETF
FTEC
$16.7B
$2.39M 0.16%
12,096
+5,105
SCHW icon
94
Charles Schwab
SCHW
$171B
$2.38M 0.16%
26,068
+5,293
VCSH icon
95
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.5B
$2.35M 0.16%
29,528
+12,972
GS icon
96
Goldman Sachs
GS
$242B
$2.34M 0.16%
3,309
+330
URNM icon
97
Sprott Uranium Miners ETF
URNM
$1.92B
$2.33M 0.16%
48,549
+318
VZ icon
98
Verizon
VZ
$164B
$2.32M 0.16%
53,719
+14,500
GE icon
99
GE Aerospace
GE
$321B
$2.31M 0.15%
8,962
+1,004
SPOT icon
100
Spotify
SPOT
$133B
$2.3M 0.15%
3,000
+441
2 3
4
5 6