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
251
$477K 0.06%
11,382
+787
252
$470K 0.06%
5,099
+815
253
$470K 0.06%
2,380
+282
254
$467K 0.06%
10,387
+319
255
$466K 0.06%
+6,115
256
$465K 0.06%
2,210
+31
257
$462K 0.06%
2,027
+216
258
$450K 0.05%
+77,406
259
$444K 0.05%
+2,745
260
$443K 0.05%
5,834
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261
$438K 0.05%
1,187
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262
$436K 0.05%
3,310
+1,586
263
$435K 0.05%
3,376
-3,422
264
$435K 0.05%
+2,463
265
$433K 0.05%
+5,111
266
$432K 0.05%
2,441
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267
$432K 0.05%
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268
$429K 0.05%
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269
$427K 0.05%
+7,249
270
$426K 0.05%
4,782
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271
$423K 0.05%
+3,221
272
$418K 0.05%
+1,396
273
$417K 0.05%
3,663
+649
274
$416K 0.05%
6,127
-100
275
$414K 0.05%
896
+51
9 10
11
12 13