SAI
Savvy Advisors Inc Portfolio holdings
AUM
$3.1B
1-Year Est. Return
21.11%
This Fund
S&P 500
1 Year Est. Return
+21.11%
AUM
$2.18B
AUM Growth
+$677M
(+45%)
Holding
854
Top Buys
| 1 | +$30.3M | |
| 2 | +$29.8M | |
| 3 | +$27.5M | |
| 4 |
Dimensional US Core Equity 2 ETF
DFAC
|
+$20.8M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$17.6M |
Top Sells
| 1 | +$11.1M | |
| 2 | +$2.44M | |
| 3 | +$832K | |
| 4 |
UnitedHealth
UNH
|
+$740K |
| 5 |
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
|
+$632K |
Sector Composition
| 1 | Technology | 14.78% |
| 2 | Financials | 4.04% |
| 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
Verisk Analytics
VRSK
$28.1B
| – | – |
-699
|
|
||
852
Weyerhaeuser
WY
$17.4B
| – | – |
-11,733
|
|
||
853
Invesco S&P 500 Top 50 ETF
XLG
$11.4B
| – | – |
-4,033
|
|
||
|
MKZR
854
MacKenzie Realty Capital
MKZR
$7.1M
| – | – |
-8,713
|
|