SAI

Savvy Advisors Inc Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$832M
AUM Growth
+$339M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$76.1M
2
+$33.9M
3
+$17.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.7M
5
MSFT icon
Microsoft
MSFT
+$9.63M

Top Sells

1
+$1.44M
2
+$1.1M
3
+$752K
4
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$749K
5
COIN icon
Coinbase
COIN
+$732K

Sector Composition

1 Technology 20.01%
2 Healthcare 4.31%
3 Financials 4.04%
4 Consumer Discretionary 3.33%
5 Consumer Staples 3.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$579K 0.07%
+1,761
227
$579K 0.07%
8,976
+2,749
228
$576K 0.07%
543
+132
229
$574K 0.07%
+111,882
230
$568K 0.07%
5,645
+228
231
$568K 0.07%
25,013
-5,014
232
$563K 0.07%
2,283
+223
233
$563K 0.07%
+9,607
234
$548K 0.07%
2,207
-2,946
235
$532K 0.06%
+4,113
236
$529K 0.06%
12,642
+153
237
$528K 0.06%
19,810
+3,293
238
$527K 0.06%
8,824
+6,035
239
$522K 0.06%
+8,543
240
$515K 0.06%
15,009
+1,396
241
$514K 0.06%
18,769
+3,097
242
$513K 0.06%
+12,040
243
$510K 0.06%
+49,239
244
$507K 0.06%
4,991
+685
245
$504K 0.06%
7,876
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246
$502K 0.06%
+8,849
247
$486K 0.06%
+22,812
248
$482K 0.06%
12,021
-1
249
$480K 0.06%
755
+94
250
$478K 0.06%
10,300
+2,787
8 9
10
11 12