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
126
$1.12M 0.13%
25,605
+702
127
$1.12M 0.13%
17,895
+2,229
128
$1.11M 0.13%
24,262
-87
129
$1.1M 0.13%
4,980
+55
130
$1.1M 0.13%
3,119
+364
131
$1.1M 0.13%
19,798
+14,666
132
$1.09M 0.13%
22,098
133
$1.09M 0.13%
5,379
+2,002
134
$1.06M 0.13%
2,513
+1,923
135
$1.05M 0.13%
33,493
+1,100
136
$1.04M 0.12%
3,927
+196
137
$1.04M 0.12%
6,012
+3,833
138
$1.03M 0.12%
+13,076
139
$1.01M 0.12%
11,263
+8,035
140
$994K 0.12%
4,332
-17
141
$988K 0.12%
35,652
+10,752
142
$986K 0.12%
8,517
-456
143
$983K 0.12%
1,102
+149
144
$966K 0.12%
14,845
-1,007
145
$960K 0.12%
7,948
+1,542
146
$954K 0.11%
2,960
147
$946K 0.11%
+5,827
148
$945K 0.11%
18,283
+2,439
149
$944K 0.11%
+4,560
150
$944K 0.11%
6,205
+2,964
4 5
6
7 8