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SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.73B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.97%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.73B
AUM Growth
+$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$34.4M
3
+$33.6M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$32M
5
BUSE icon
First Busey Corp
BUSE
+$29.6M

Top Sells

1
+$15.2M
2
+$10.3M
3
+$7.92M
4
VTV icon
Vanguard Value ETF
VTV
+$7.12M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.31M

Sector Composition

1 Technology 11.14%
2 Financials 4.5%
3 Communication Services 2.68%
4 Consumer Discretionary 2.57%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWM icon
226
iShares Russell 2000 ETF
IWM
$77B
$2.5M 0.07%
10,072
+1,808
MOAT icon
227
VanEck Morningstar Wide Moat ETF
MOAT
$11.4B
$2.5M 0.07%
25,815
+1,505
C icon
228
Citigroup
C
$226B
$2.48M 0.07%
21,894
+4,767
IQDG icon
229
WisdomTree International Quality Dividend Growth Fund
IQDG
$698M
$2.48M 0.07%
+61,754
WM icon
230
Waste Management
WM
$89.1B
$2.48M 0.07%
10,777
+1,241
AXP icon
231
American Express
AXP
$216B
$2.46M 0.07%
8,133
+731
SCHA icon
232
Schwab U.S Small- Cap ETF
SCHA
$22.1B
$2.46M 0.07%
84,498
+2,068
NEM icon
233
Newmont
NEM
$102B
$2.44M 0.07%
22,564
+1,184
VNQ icon
234
Vanguard Real Estate ETF
VNQ
$37.8B
$2.44M 0.07%
27,473
-803
EMB icon
235
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.3B
$2.43M 0.07%
25,915
-25,573
XMMO icon
236
Invesco S&P MidCap Momentum ETF
XMMO
$7.16B
$2.41M 0.06%
16,648
-138
COWZ icon
237
Pacer US Cash Cows 100 ETF
COWZ
$17.9B
$2.4M 0.06%
38,425
+3,999
ANGL icon
238
VanEck Fallen Angel High Yield Bond ETF
ANGL
$3.07B
$2.4M 0.06%
83,493
+10,967
PYLD icon
239
PIMCO Multi Sector Bond Active ETF
PYLD
$13.9B
$2.37M 0.06%
90,514
+9,492
IDEV icon
240
iShares Core MSCI International Developed Markets ETF
IDEV
$29.7B
$2.37M 0.06%
28,342
+5,962
VSS icon
241
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$2.35M 0.06%
16,153
+12,854
UNP icon
242
Union Pacific
UNP
$160B
$2.31M 0.06%
9,532
+763
WELL icon
243
Welltower
WELL
$146B
$2.3M 0.06%
11,619
+2,942
KR icon
244
Kroger
KR
$39.5B
$2.26M 0.06%
31,282
+375
BX icon
245
Blackstone
BX
$144B
$2.23M 0.06%
19,427
+173
FCX icon
246
Freeport-McMoran
FCX
$89.3B
$2.23M 0.06%
37,997
+828
SHY icon
247
iShares 1-3 Year Treasury Bond ETF
SHY
$25.3B
$2.23M 0.06%
26,993
+9,726
CMF icon
248
iShares California Muni Bond ETF
CMF
$4.45B
$2.21M 0.06%
38,868
+4,718
VBR icon
249
Vanguard Small-Cap Value ETF
VBR
$35.5B
$2.21M 0.06%
10,151
+3,978
PGR icon
250
Progressive
PGR
$118B
$2.2M 0.06%
11,083
-1,586
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