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
426
$210K 0.03%
+2,330
427
$208K 0.03%
+18,084
428
$208K 0.03%
1,230
-137
429
$207K 0.02%
+4,953
430
$206K 0.02%
5,403
-1,658
431
$205K 0.02%
+1,062
432
$205K 0.02%
+432
433
$201K 0.02%
+680
434
$201K 0.02%
+3,804
435
$160K 0.02%
+22,793
436
$136K 0.02%
80,683
-10
437
$109K 0.01%
10,838
438
$98.6K 0.01%
+10,483
439
$89.4K 0.01%
+10,525
440
$86K 0.01%
+13,256
441
$81.6K 0.01%
28,317
+9,727
442
$67.3K 0.01%
17,039
+6,086
443
$61.2K 0.01%
33,061
+11,438
444
$52K 0.01%
36,133
+12,987
445
$50.4K 0.01%
21,266
-3,495
446
$49.7K 0.01%
18,265
+64
447
$21.3K ﹤0.01%
16,000
448
$10.9K ﹤0.01%
+823
449
$10.6K ﹤0.01%
1,090
+340
450
$306 ﹤0.01%
16,995
16 17
18
19 20