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
176
$800K 0.1%
11,385
+898
177
$796K 0.1%
13,202
+10,462
178
$796K 0.1%
+7,588
179
$794K 0.1%
+2,641
180
$792K 0.1%
15,173
+2,835
181
$775K 0.09%
7,255
+518
182
$763K 0.09%
+34,836
183
$762K 0.09%
14,892
+2,424
184
$759K 0.09%
32,140
-3,028
185
$753K 0.09%
9,431
+4,942
186
$745K 0.09%
+3,377
187
$744K 0.09%
6,746
+3,334
188
$734K 0.09%
+14,465
189
$730K 0.09%
7,343
+195
190
$719K 0.09%
9,502
-260
191
$719K 0.09%
+17,430
192
$714K 0.09%
5,910
+3,024
193
$701K 0.08%
26,424
+2,085
194
$701K 0.08%
+7,201
195
$701K 0.08%
27,120
+7,882
196
$700K 0.08%
2,358
+493
197
$698K 0.08%
27,001
-8,511
198
$689K 0.08%
37,640
+1,492
199
$688K 0.08%
+27,303
200
$686K 0.08%
74,461
+3,151
6 7
8
9 10