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
326
$328K 0.04%
2,645
-8,896
327
$328K 0.04%
2,599
+745
328
$327K 0.04%
+3,522
329
$326K 0.04%
3,140
330
$325K 0.04%
+2,848
331
$321K 0.04%
10,250
+1,558
332
$318K 0.04%
+10,720
333
$315K 0.04%
+2,616
334
$309K 0.04%
+6,260
335
$308K 0.04%
1,265
-54
336
$307K 0.04%
6,346
+423
337
$306K 0.04%
5,836
+29
338
$304K 0.04%
3,141
-43
339
$304K 0.04%
+4,711
340
$301K 0.04%
3,524
+835
341
$301K 0.04%
+1,992
342
$301K 0.04%
+814
343
$300K 0.04%
+1,138
344
$300K 0.04%
2,216
+492
345
$299K 0.04%
1,457
+133
346
$287K 0.03%
4,275
+542
347
$286K 0.03%
+13,460
348
$285K 0.03%
+33,957
349
$285K 0.03%
+2,153
350
$284K 0.03%
2,464
12 13
14
15 16