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
76
$2.99M 0.2%
48,222
+19,086
77
$2.98M 0.2%
16,327
+4,504
78
$2.98M 0.2%
134,880
+18,620
79
$2.9M 0.19%
21,305
+637
80
$2.8M 0.19%
56,707
+23,130
81
$2.8M 0.19%
20,930
+5,430
82
$2.73M 0.18%
55,674
-7,649
83
$2.7M 0.18%
13,195
+1,019
84
$2.68M 0.18%
91,786
-5,137
85
$2.68M 0.18%
3,406
+229
86
$2.65M 0.18%
59,323
+35,231
87
$2.65M 0.18%
91,488
+37,514
88
$2.59M 0.17%
24,377
+5,207
89
$2.58M 0.17%
36,473
+4,379
90
$2.54M 0.17%
11,632
+1,220
91
$2.47M 0.17%
18,547
+3,691
92
$2.39M 0.16%
34,454
+5,194
93
$2.39M 0.16%
12,096
+5,105
94
$2.38M 0.16%
26,068
+5,293
95
$2.35M 0.16%
29,528
+12,972
96
$2.34M 0.16%
3,309
+330
97
$2.33M 0.16%
48,549
+318
98
$2.32M 0.16%
53,719
+14,500
99
$2.31M 0.15%
8,962
+1,004
100
$2.3M 0.15%
3,000
+441
2 3
4
5 6