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
151
$1.49M 0.1%
39,263
+11,174
152
$1.48M 0.1%
9,294
+2,432
153
$1.47M 0.1%
5,237
+491
154
$1.45M 0.1%
32,418
+4,438
155
$1.45M 0.1%
64,527
+292
156
$1.43M 0.1%
3,708
+1,551
157
$1.41M 0.09%
93,881
-2,986
158
$1.41M 0.09%
+27,503
159
$1.39M 0.09%
47,311
+16,130
160
$1.37M 0.09%
17,149
+4,356
161
$1.37M 0.09%
+97,793
162
$1.37M 0.09%
19,783
+11,484
163
$1.35M 0.09%
4,246
+989
164
$1.35M 0.09%
2,555
+571
165
$1.35M 0.09%
4,368
+486
166
$1.34M 0.09%
45,182
-23,089
167
$1.33M 0.09%
4,323
+1,264
168
$1.32M 0.09%
14,531
-670
169
$1.32M 0.09%
+9,769
170
$1.3M 0.09%
16,414
-985
171
$1.3M 0.09%
4,351
+693
172
$1.3M 0.09%
27,334
+15,957
173
$1.29M 0.09%
3,811
+830
174
$1.29M 0.09%
6,202
+434
175
$1.27M 0.08%
14,588
+3,657
5 6
7
8 9