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
176
$1.27M 0.08%
6,237
+448
177
$1.26M 0.08%
55,882
-247
178
$1.26M 0.08%
51,707
-3,234
179
$1.25M 0.08%
48,641
+10,024
180
$1.22M 0.08%
11,392
+2,635
181
$1.22M 0.08%
45,953
-1,322
182
$1.21M 0.08%
3,446
+95
183
$1.21M 0.08%
32,105
-808
184
$1.2M 0.08%
12,864
+3,547
185
$1.18M 0.08%
+21,357
186
$1.17M 0.08%
5,136
+2,528
187
$1.16M 0.08%
5,394
-487
188
$1.16M 0.08%
32,168
-1,154
189
$1.16M 0.08%
5,122
+501
190
$1.16M 0.08%
+19,740
191
$1.16M 0.08%
5,209
+2,108
192
$1.15M 0.08%
28,615
+8,102
193
$1.14M 0.08%
42,486
+28,980
194
$1.13M 0.08%
5,412
+859
195
$1.13M 0.08%
18,053
+745
196
$1.13M 0.08%
9,328
+1,547
197
$1.13M 0.08%
40,182
+3,359
198
$1.12M 0.07%
12,242
-696
199
$1.12M 0.07%
18,194
-71
200
$1.12M 0.07%
22,249
+10,083
6 7
8
9 10