SAI
Savvy Advisors Inc Portfolio holdings
AUM
$1.5B
1-Year Est. Return
19.35%
1 Year Est. Return
+19.35%
AUM
$1.5B
AUM Growth
+$504M
(+51%)
Holding
677
Top Buys
| 1 | +$40.3M | |
| 2 | +$34.6M | |
| 3 | +$26M | |
| 4 |
Microsoft
MSFT
|
+$14.5M |
| 5 |
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
|
+$11.3M |
Top Sells
| 1 | +$2.83M | |
| 2 | +$1.35M | |
| 3 | +$869K | |
| 4 |
BlackRock Intermediate Muni Income Bond ETF
INMU
|
+$760K |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$731K |
Sector Composition
| 1 | Technology | 17.06% |
| 2 | Financials | 4.84% |
| 3 | Healthcare | 3.47% |
| 4 | Consumer Discretionary | 3.26% |
| 5 | Communication Services | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
676
Vodafone
VOD
$28.1B
| – | – |
-11,076
|
|
||
|
SST.WS
677
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
| – | – |
-16,995
|
|