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
401
$226K 0.03%
+1,170
402
$225K 0.03%
+504
403
$223K 0.03%
+7,255
404
$223K 0.03%
8,555
+42
405
$223K 0.03%
1,369
+185
406
$222K 0.03%
2,424
-494
407
$221K 0.03%
+415
408
$221K 0.03%
5,843
409
$220K 0.03%
5,310
-60
410
$219K 0.03%
+3,205
411
$217K 0.03%
+2,066
412
$216K 0.03%
3,045
-170
413
$216K 0.03%
3,583
-9,573
414
$216K 0.03%
+2,166
415
$216K 0.03%
+2,336
416
$216K 0.03%
+3,937
417
$216K 0.03%
1,165
418
$215K 0.03%
3,503
-353
419
$215K 0.03%
+8,804
420
$213K 0.03%
4,352
-184
421
$213K 0.03%
+745
422
$213K 0.03%
+3,930
423
$211K 0.03%
+1,836
424
$210K 0.03%
+2,072
425
$210K 0.03%
+4,412
15 16
17
18 19