SAI
Savvy Advisors Inc Portfolio holdings
AUM
$1.5B
This Quarter Return
+3.09%
1 Year Return
+19.35%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$832M
AUM Growth
+$832M
(+69%)
Cap. Flow
+$361M
Cap. Flow
% of AUM
43.39%
Top 10 Holdings %
Top 10 Hldgs %
38.32%
Holding
482
New
131
Increased
237
Reduced
65
Closed
32
Top Buys
| 1 |
NVIDIA
NVDA
|
$76.1M |
| 2 |
UVA Unconstrained Medium-Term Fixed Income ETF
FFIU
|
$33.9M |
| 3 |
Apple
AAPL
|
$17.8M |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$12.7M |
| 5 |
Microsoft
MSFT
|
$9.63M |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$1.44M |
| 2 |
Emerson Electric
EMR
|
$1.1M |
| 3 |
iShares MSCI India ETF
INDA
|
$752K |
| 4 |
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
|
$749K |
| 5 |
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% |
