SAI
Savvy Advisors Inc Portfolio holdings
AUM
$1.5B
This Quarter Return
+3.09%
1 Year Return
+19.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$832M
AUM Growth
+$832M
(+69%)
Cap. Flow
+$361M
Cap. Flow
% of AUM
43.39%
Top 10 Holdings %
Top 10 Hldgs %
38.32%
Holding
482
New
131
Increased
237
Reduced
65
Closed
32
Top Buys
| 1 |
NVIDIA
NVDA
|
$76.1M |
| 2 |
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
|
$33.9M |
| 3 |
Apple
AAPL
|
$17.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$12.7M |
| 5 |
Microsoft
MSFT
|
$9.63M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.44M |
| 2 |
Emerson Electric
EMR
|
$1.1M |
| 3 |
iShares MSCI India ETF
INDA
|
$752K |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$749K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
376
Inspire 100 ETF
BIBL
$327M
| $254K | 0.03% |
6,533
-157
| -2% | -$6.11K |
|
377
General Mills
GIS
$26.4B
| $254K | 0.03% |
3,980
+385
| +11% | +$24.6K |
|
378
Southern Company
SO
$102B
| $253K | 0.03% |
3,070
+666
| +28% | +$54.8K |
|
379
Becton Dickinson
BDX
$54.4B
| $252K | 0.03% |
+1,112
| New | +$252K |
|
380
iShares US Treasury Bond ETF
GOVT
$27.7B
| $251K | 0.03% |
10,914
+57
| +0.5% | +$1.31K |
|
381
Vanguard Communication Services ETF
VOX
$5.55B
| $249K | 0.03% |
1,609
-4
| -0.2% | -$620 |
|
382
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.23B
| $249K | 0.03% |
+5,847
| New | +$249K |
|
383
GE HealthCare
GEHC
$32.6B
| $249K | 0.03% |
+3,180
| New | +$249K |
|
384
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.24B
| $248K | 0.03% |
+12,761
| New | +$248K |
|
385
Applied Materials
AMAT
$124B
| $245K | 0.03% |
1,506
+80
| +6% | +$13K |
|
386
National Grid
NGG
$67.4B
| $245K | 0.03% |
+4,121
| New | +$245K |
|
387
O'Reilly Automotive
ORLY
$87.8B
| $243K | 0.03% |
205
-26
| -11% | -$30.8K |
|
388
McKesson
MCK
$86.3B
| $241K | 0.03% |
423
-225
| -35% | -$128K |
|
389
Micron Technology
MU
$130B
| $239K | 0.03% |
+2,846
| New | +$239K |
|
390
Franklin Resources
BEN
$13.1B
| $237K | 0.03% |
11,698
+69
| +0.6% | +$1.4K |
|
391
FT Vest US Equity Buffer ETF November
FNOV
$978M
| $234K | 0.03% |
+4,885
| New | +$234K |
|
392
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
| $232K | 0.03% |
+7,620
| New | +$232K |
|
393
Intuitive Surgical
ISRG
$167B
| $232K | 0.03% |
444
-560
| -56% | -$292K |
|
394
Baidu
BIDU
$32.8B
| $232K | 0.03% |
+2,748
| New | +$232K |
|
395
NetApp
NTAP
$22.7B
| $230K | 0.03% |
1,982
+250
| +14% | +$29K |
|
396
Nike
NKE
$110B
| $229K | 0.03% |
3,032
-236
| -7% | -$17.9K |
|
397
Valmont Industries
VMI
$7.14B
| $229K | 0.03% |
+746
| New | +$229K |
|
398
Cencora
COR
$57.5B
| $228K | 0.03% |
1,015
+30
| +3% | +$6.74K |
|
399
Cintas
CTAS
$83.2B
| $226K | 0.03% |
1,239
+104
| +9% | +$19K |
|
400
W.W. Grainger
GWW
$48.4B
| $226K | 0.03% |
214
+2
| +0.9% | +$2.11K |
|