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
376
$254K 0.03%
6,533
-157
377
$254K 0.03%
3,980
+385
378
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3,070
+666
379
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380
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381
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1,609
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382
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383
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+12,761
385
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1,506
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386
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3,075
-390
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423
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390
$237K 0.03%
11,698
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391
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392
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393
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396
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3,032
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397
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+746
398
$228K 0.03%
1,015
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399
$226K 0.03%
1,239
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400
$226K 0.03%
214
+2
14 15
16
17 18