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SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.75B
1-Year Est. Return 21.95%
This Fund
S&P 500
This Quarter Est. Return
+3.09%
1 Year Est. Return
+21.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$832M
AUM Growth
+$339M
Cap. Flow
+$348M
Cap. Flow %
41.88%
Top 10 Hldgs %
38.32%
Holding
483
New
132
Increased
234
Reduced
67
Closed
32

Top Buys

Rank Stock Value
1
NVDA icon
NVIDIA
NVDA
+$78.1M
2
FFIU icon
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
+$34.9M
3
AAPL icon
Apple
AAPL
+$16.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12.8M
5
MSFT icon
Microsoft
MSFT
+$9.73M

Top Sells

Rank Stock Value
1
VTI icon
Vanguard Morningstar Total Stock Market ETF
VTI
+$1.45M
2
EMR icon
Emerson Electric
EMR
+$1.08M
3
DFEM icon
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
+$777K
4
INDA icon
iShares MSCI India ETF
INDA
+$752K
5
COIN icon
Coinbase
COIN
+$748K

Sector Composition

Rank Sector Weight
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
SST.WS
451
DELISTED
System1, Inc. Warrants, each whole warrant exercisable for one share of Class A Common Stock at an exercise price of $11.50 per share
SST.WS
$306 ﹤0.01%
16,995
– –
AZN icon
452
AstraZeneca
AZN
$263B
– –
-1,356
Closed -$211K
CI icon
453
Cigna
CI
$73.8B
– –
-969
Closed -$336K
CRBN icon
454
iShares Low Carbon Optimized MSCI ACWI ETF
CRBN
$1.15B
– –
-1,118
Closed -$219K
DPZ icon
455
Domino's
DPZ
$11.5B
– –
-694
Closed -$299K
ESGG icon
456
FlexShares STOXX Global ESG Select Index Fund
ESGG
$111M
– –
-1,247
Closed -$215K
ESML icon
457
iShares ESG Aware MSCI USA Small-Cap ETF
ESML
$2.82B
– –
-9,312
Closed -$389K
EUSB icon
458
iShares ESG Advanced Universal USD Bond ETF
EUSB
$710M
– –
-5,681
Closed -$252K
FENY icon
459
Fidelity MSCI Energy Index ETF
FENY
$2.01B
– –
-9,492
Closed -$229K
FFEB icon
460
FT Vest US Equity Buffer ETF February
FFEB
$1.38B
– –
-11,163
Closed -$542K
FJAN icon
461
FT Vest US Equity Buffer ETF January
FJAN
$1.43B
– –
-6,874
Closed -$307K
FLTR icon
462
VanEck IG Floating Rate ETF
FLTR
$2.94B
– –
-16,729
Closed -$426K
FMAR icon
463
FT Vest US Equity Buffer ETF March
FMAR
$1.13B
– –
-6,557
Closed -$277K
FNDC icon
464
Schwab Fundamental International Small Company Index ETF
FNDC
$3.05B
– –
-10,568
Closed -$403K
FNDE icon
465
Schwab Fundamental Emerging Markets Large Company Index ETF
FNDE
$9.72B
– –
-6,506
Closed -$210K
GSIE icon
466
Goldman Sachs ActiveBeta International Equity ETF
GSIE
$6B
– –
-6,535
Closed -$236K
IEF icon
467
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
– –
-2,128
Closed -$209K
INDA icon
468
iShares MSCI India ETF
INDA
$6.89B
– –
-12,845
Closed -$752K
KLAC icon
469
KLA
KLAC
$239B
– –
-2,910
Closed -$226K
KULR icon
470
KULR Technology Group
KULR
$123M
– –
-1,489
Closed -$3.4K
MPC icon
471
Marathon Petroleum
MPC
$92.4B
– –
-1,379
Closed -$225K
NU icon
472
Nu Holdings
NU
$69.2B
– –
-15,785
Closed -$215K
NUDM icon
473
Nuveen ESG International Developed Markets Equity ETF
NUDM
$707M
– –
-6,916
Closed -$233K
NUSC icon
474
Nuveen ESG Small-Cap ETF
NUSC
$1.28B
– –
-6,558
Closed -$281K
ORMP icon
475
Oramed Pharmaceuticals
ORMP
$167M
– –
-18,810
Closed -$45.9K
16 17 18
19
20

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OIMU
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SPPAM
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DGM
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Savvy Advisors Inc's Q4 2024 Portfolio in Review

As of Q4 2024, Savvy Advisors Inc held 483 positions worth $832M, up 69% from $492M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Savvy Advisors Inc deployed $348M of net new capital in Q4 2024, opening 132 new positions and adding to 234 existing holdings. Its largest new stake was UVA Unconstrained Medium-Term Fixed Income ETF: 1,591,336 shares worth $33.9M.

By sector, the portfolio is most concentrated in Technology at 20% of assets, up from 10% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard Morningstar Total Stock Market ETF, an estimated $1.45M trimmed.

  • Savvy Advisors Inc's largest Q4 2024 buy was UVA Unconstrained Medium-Term Fixed Income ETF: 1,591,336 shares worth $33.9M.
  • Savvy Advisors Inc added most to NVIDIA in Q4 2024, an estimated $78.1M increase.
  • Savvy Advisors Inc's biggest Q4 2024 reduction was Vanguard Morningstar Total Stock Market ETF, cutting an estimated $1.45M.
  • Savvy Advisors Inc fully exited iShares MSCI India ETF in Q4 2024, selling an estimated $752K.
  • Savvy Advisors Inc's ten largest holdings make up 38% of its $832M portfolio in Q4 2024.
  • Savvy Advisors Inc opened 132 new positions and closed 32 in Q4 2024.
  • Savvy Advisors Inc's portfolio value rose 69% quarter-over-quarter to $832M.

Based on Savvy Advisors Inc's 13F filing for Q4 2024, filed 13 Feb 2025.