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
201
$683K 0.08%
7,643
+2,690
202
$673K 0.08%
20,528
+3,911
203
$668K 0.08%
20,102
-244
204
$666K 0.08%
9,482
-415
205
$666K 0.08%
9,461
-1,495
206
$654K 0.08%
3,427
+701
207
$652K 0.08%
2,227
+17
208
$652K 0.08%
1,466
+42
209
$650K 0.08%
14,798
+2,340
210
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+7,278
211
$636K 0.08%
+107,803
212
$632K 0.08%
14,348
+1,687
213
$620K 0.07%
+26,581
214
$618K 0.07%
2,214
-22
215
$613K 0.07%
7,123
+3,395
216
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3,988
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217
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218
$604K 0.07%
6,783
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219
$601K 0.07%
13,984
-1,557
220
$598K 0.07%
17,535
+1,161
221
$594K 0.07%
+9,485
222
$592K 0.07%
+25,966
223
$592K 0.07%
1,644
+256
224
$590K 0.07%
15,665
+6,485
225
$588K 0.07%
+4,963
7 8
9
10 11