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
51
$2.91M 0.35%
3,767
+1,875
52
$2.8M 0.34%
7,187
+2,044
53
$2.69M 0.32%
53,644
+42,488
54
$2.68M 0.32%
23,246
+4,943
55
$2.65M 0.32%
105,237
+2,130
56
$2.65M 0.32%
59,092
+54,769
57
$2.63M 0.32%
111,166
+17,326
58
$2.51M 0.3%
95,820
-28,602
59
$2.44M 0.29%
16,851
+7,837
60
$2.38M 0.29%
22,477
+4,073
61
$2.32M 0.28%
5,770
+161
62
$2.31M 0.28%
50,006
+11,600
63
$2.29M 0.28%
20,240
+11,634
64
$2.24M 0.27%
+28,056
65
$2.21M 0.27%
+118,069
66
$2.2M 0.26%
4,352
+1,040
67
$2.17M 0.26%
27,020
-7,116
68
$2.12M 0.26%
61,356
-13,967
69
$2.05M 0.25%
14,155
+8,398
70
$2.01M 0.24%
32,310
+5,942
71
$1.99M 0.24%
29,075
+1,414
72
$1.97M 0.24%
26,402
+1,941
73
$1.91M 0.23%
3,041
+1,685
74
$1.87M 0.23%
101,337
+6,319
75
$1.86M 0.22%
+50,149
1 2
3
4 5