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
126
$1.84M 0.12%
26,686
+14,672
127
$1.84M 0.12%
12,293
+3,924
128
$1.82M 0.12%
38,509
+6,848
129
$1.82M 0.12%
13,754
+2,497
130
$1.8M 0.12%
+23,265
131
$1.8M 0.12%
77,476
-468
132
$1.79M 0.12%
70,851
+4,242
133
$1.77M 0.12%
12,595
+579
134
$1.73M 0.12%
11,832
+1,582
135
$1.7M 0.11%
6,385
+1,277
136
$1.69M 0.11%
13,653
+6,978
137
$1.67M 0.11%
18,567
+3,091
138
$1.66M 0.11%
11,700
+2,323
139
$1.65M 0.11%
65,736
-5,119
140
$1.64M 0.11%
6,871
+1,312
141
$1.59M 0.11%
7,770
+1,538
142
$1.59M 0.11%
28,311
+12,228
143
$1.58M 0.11%
3,102
+291
144
$1.57M 0.1%
21,899
+11,113
145
$1.57M 0.1%
4,858
+1,053
146
$1.56M 0.1%
6,828
+927
147
$1.54M 0.1%
1,472
+436
148
$1.54M 0.1%
+36,536
149
$1.54M 0.1%
406,680
+81,670
150
$1.53M 0.1%
20,163
+11,471
4 5
6
7 8