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
76
$1.86M 0.22%
+64,856
77
$1.85M 0.22%
+7,860
78
$1.81M 0.22%
9,938
+6,158
79
$1.8M 0.22%
+77,873
80
$1.79M 0.22%
18,029
+9,120
81
$1.79M 0.22%
23,138
-82
82
$1.78M 0.21%
16,864
+1,949
83
$1.77M 0.21%
13,907
+4,225
84
$1.76M 0.21%
20,546
+4,455
85
$1.73M 0.21%
13,981
+324
86
$1.71M 0.21%
15,367
+7,713
87
$1.65M 0.2%
63,802
+2,026
88
$1.65M 0.2%
+205,477
89
$1.63M 0.2%
2,849
+1,756
90
$1.63M 0.2%
27,520
+8,204
91
$1.6M 0.19%
4,797
+1,614
92
$1.58M 0.19%
9,468
+2,121
93
$1.57M 0.19%
15,792
+3,654
94
$1.56M 0.19%
38,906
+15,486
95
$1.53M 0.18%
30,925
+9,712
96
$1.53M 0.18%
+27,566
97
$1.53M 0.18%
6,756
+5,143
98
$1.5M 0.18%
19,272
-5,100
99
$1.5M 0.18%
61,712
-21,362
100
$1.47M 0.18%
25,930
+21,107
2 3
4
5 6