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
301
$358K 0.04%
15,009
+820
302
$355K 0.04%
71
+12
303
$352K 0.04%
+2,796
304
$352K 0.04%
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305
$351K 0.04%
6,671
+274
306
$350K 0.04%
16,953
+1,028
307
$348K 0.04%
1,226
+96
308
$347K 0.04%
+15,647
309
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+6,035
310
$346K 0.04%
11,520
+1,662
311
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2,317
-493
312
$344K 0.04%
6,860
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313
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+14,870
314
$342K 0.04%
34,530
+9,212
315
$342K 0.04%
+999
316
$341K 0.04%
9,086
+1,183
317
$339K 0.04%
5,588
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318
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319
$334K 0.04%
3,230
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320
$334K 0.04%
3,675
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321
$333K 0.04%
1,567
-1,395
322
$329K 0.04%
+19,898
323
$329K 0.04%
6,615
-315
324
$329K 0.04%
5,447
325
$329K 0.04%
7,009
-1,481
11 12
13
14 15