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
26
$5.65M 0.68%
147,246
+34,281
27
$5.35M 0.64%
111,850
-1,955
28
$5.25M 0.63%
+109,228
29
$5.14M 0.62%
21,388
+13,135
30
$4.84M 0.58%
10,671
+4,619
31
$4.73M 0.57%
8,072
+827
32
$4.69M 0.56%
19,566
+6,120
33
$4.3M 0.52%
18,537
+2,601
34
$4.12M 0.5%
42,488
+8,045
35
$3.99M 0.48%
6,783
+1,484
36
$3.97M 0.48%
6,781
+2,550
37
$3.96M 0.48%
16,368
+9,377
38
$3.86M 0.46%
9,403
+553
39
$3.7M 0.44%
124,996
+31,200
40
$3.64M 0.44%
9,015
+1,488
41
$3.63M 0.44%
138,762
+32,565
42
$3.46M 0.42%
10,936
+5,699
43
$3.27M 0.39%
30,378
+1,797
44
$3.21M 0.39%
11,060
+7,858
45
$3.16M 0.38%
3,444
+2,410
46
$3.15M 0.38%
17,728
+8,140
47
$3.12M 0.38%
5,922
+3,781
48
$3.11M 0.37%
14,127
+91
49
$3.06M 0.37%
33,893
+6,414
50
$2.96M 0.36%
33,654
+9,788
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