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
101
$1.47M 0.18%
4,040
-64
102
$1.45M 0.17%
11,556
+7,648
103
$1.44M 0.17%
19,397
+13,879
104
$1.43M 0.17%
64,549
+11,611
105
$1.4M 0.17%
20,334
+7,674
106
$1.4M 0.17%
7,557
+390
107
$1.33M 0.16%
7,119
+2,048
108
$1.33M 0.16%
+87,437
109
$1.3M 0.16%
13,498
-1,037
110
$1.3M 0.16%
+19,515
111
$1.28M 0.15%
27,262
+10,794
112
$1.28M 0.15%
6,960
+2,497
113
$1.25M 0.15%
2,580
+1,710
114
$1.25M 0.15%
52,016
+5,740
115
$1.23M 0.15%
61,553
-88
116
$1.23M 0.15%
10,245
+4,678
117
$1.23M 0.15%
5,587
+869
118
$1.22M 0.15%
11,543
-1,236
119
$1.21M 0.15%
+46,543
120
$1.21M 0.15%
7,230
+4,249
121
$1.2M 0.14%
3,603
-237
122
$1.19M 0.14%
21,081
+2,291
123
$1.18M 0.14%
51,755
+38,835
124
$1.16M 0.14%
13,175
+411
125
$1.16M 0.14%
33,014
+2,265
3 4
5
6 7