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
201
$1.11M 0.07%
5,688
-794
202
$1.11M 0.07%
10,140
+5,070
203
$1.11M 0.07%
5,400
+795
204
$1.1M 0.07%
2,732
+837
205
$1.08M 0.07%
18,492
+2,150
206
$1.08M 0.07%
12,186
-115
207
$1.07M 0.07%
15,406
+1,487
208
$1.07M 0.07%
11,739
-553
209
$1.06M 0.07%
12,431
+3,134
210
$1.05M 0.07%
15,645
-77
211
$1.04M 0.07%
14,793
+2,403
212
$1.04M 0.07%
22,079
-7,527
213
$1.04M 0.07%
10,337
-1,276
214
$1.03M 0.07%
10,183
+3,764
215
$1.02M 0.07%
13,221
+8,162
216
$1.02M 0.07%
+6,474
217
$1.01M 0.07%
19,842
+2,658
218
$1M 0.07%
19,132
+867
219
$996K 0.07%
11,137
+187
220
$994K 0.07%
61,683
-707
221
$991K 0.07%
1,418
+346
222
$990K 0.07%
16,987
+9,680
223
$989K 0.07%
16,164
+6,101
224
$986K 0.07%
9,763
+279
225
$984K 0.07%
11,152
-5,074
7 8
9
10 11