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
101
$2.3M 0.15%
36,028
+18,296
102
$2.27M 0.15%
25,201
-1,680
103
$2.25M 0.15%
7,212
+2,221
104
$2.24M 0.15%
+6,104
105
$2.22M 0.15%
51,426
-2,234
106
$2.2M 0.15%
36,704
+8,556
107
$2.16M 0.14%
4,670
+3,096
108
$2.15M 0.14%
17,334
+113
109
$2.15M 0.14%
27,780
-17,428
110
$2.15M 0.14%
46,410
+18,835
111
$2.15M 0.14%
20,418
+402
112
$2.14M 0.14%
23,114
+6,913
113
$2.13M 0.14%
15,625
+2,731
114
$2.09M 0.14%
71,350
-281
115
$2.07M 0.14%
57,835
-10,809
116
$2M 0.13%
91,300
+45,944
117
$2M 0.13%
7,326
+1,498
118
$1.98M 0.13%
5,105
+838
119
$1.95M 0.13%
35,300
-1,551
120
$1.94M 0.13%
26,685
+4,256
121
$1.94M 0.13%
8,320
+2,143
122
$1.92M 0.13%
5,374
+1,494
123
$1.91M 0.13%
27,499
-467
124
$1.91M 0.13%
14,814
+164
125
$1.86M 0.12%
7,556
-90
3 4
5
6 7