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
151
$941K 0.11%
3,926
+1,589
152
$932K 0.11%
9,292
153
$925K 0.11%
18,867
+243
154
$918K 0.11%
4,261
+46
155
$905K 0.11%
3,354
+1,771
156
$895K 0.11%
11,835
+5,172
157
$894K 0.11%
+55,463
158
$887K 0.11%
4,980
+36
159
$887K 0.11%
+1,245
160
$881K 0.11%
+33,662
161
$880K 0.11%
34,268
162
$877K 0.11%
+2,293
163
$870K 0.1%
17,421
+4,426
164
$862K 0.1%
17,000
165
$861K 0.1%
12,010
+2,302
166
$855K 0.1%
4,367
+1,343
167
$848K 0.1%
11,219
+154
168
$832K 0.1%
+31,828
169
$830K 0.1%
+3,217
170
$821K 0.1%
13,885
+300
171
$820K 0.1%
22,240
172
$820K 0.1%
+9,385
173
$811K 0.1%
3,625
+710
174
$809K 0.1%
15,467
+10,227
175
$803K 0.1%
1,543
-157
5 6
7
8 9