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
276
$413K 0.05%
2,943
+223
277
$410K 0.05%
979
-51
278
$409K 0.05%
3,170
+675
279
$408K 0.05%
4,475
-181
280
$407K 0.05%
13,810
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281
$405K 0.05%
8,171
+622
282
$405K 0.05%
+7,103
283
$402K 0.05%
+26,364
284
$399K 0.05%
389
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285
$397K 0.05%
+4,347
286
$397K 0.05%
+4,529
287
$395K 0.05%
3,639
-686
288
$392K 0.05%
+3,689
289
$392K 0.05%
+12,773
290
$389K 0.05%
3,808
291
$382K 0.05%
2,778
-162
292
$380K 0.05%
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293
$375K 0.05%
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294
$374K 0.05%
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295
$373K 0.04%
1,593
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296
$368K 0.04%
3,136
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297
$367K 0.04%
+16,171
298
$366K 0.04%
3,398
+1,149
299
$364K 0.04%
5,576
-171
300
$359K 0.04%
2,050
+250
10 11
12
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