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
351
$282K 0.03%
5,232
352
$281K 0.03%
6,303
+1,073
353
$281K 0.03%
+14,536
354
$280K 0.03%
3,100
355
$278K 0.03%
+22,884
356
$276K 0.03%
5,937
357
$276K 0.03%
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-506
358
$275K 0.03%
1,387
+104
359
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-59
360
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1,720
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361
$272K 0.03%
3,771
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362
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+1,389
363
$268K 0.03%
970
-1,530
364
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2,527
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365
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510
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366
$263K 0.03%
542
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367
$262K 0.03%
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368
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369
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370
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+12,325
371
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+8,465
372
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+929
373
$256K 0.03%
+3,353
374
$255K 0.03%
3,560
+2
375
$255K 0.03%
513
-39
13 14
15
16 17