SAI
Savvy Advisors Inc Portfolio holdings
AUM
$3.1B
1-Year Est. Return
21.11%
1 Year Est. Return
+21.11%
AUM
$2.18B
AUM Growth
+$677M
(+45%)
Holding
854
Top Buys
| 1 | +$31.5M | |
| 2 | +$30.1M | |
| 3 | +$27.6M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$21.5M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$18.1M |
Top Sells
| 1 | +$10.8M | |
| 2 | +$2.45M | |
| 3 | +$852K | |
| 4 |
UnitedHealth
UNH
|
+$845K |
| 5 |
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
|
+$664K |
Sector Composition
| 1 | Technology | 14.79% |
| 2 | Financials | 4.02% |
| 3 | Consumer Discretionary | 3.12% |
| 4 | Communication Services | 2.93% |
| 5 | Industrials | 2.51% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
851
BlackRock Flexible Income ETF
BINC
$15.7B
| – | – |
-5,443
|
|
||
852
BHP
BHP
$171B
| – | – |
-4,781
|
|
||
853
Amcor
AMCR
$20.4B
| – | – |
-3,575
|
|
||
854
FT Vest US Equity Buffer ETF October
FOCT
$1.11B
| – | – |
-12,280
|
|