SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.1B
1-Year Est. Return 21.11%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$173M
AUM Growth
+$70.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$6.72M
2
+$3.73M
3
+$1.91M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.46M
5
SUB icon
iShares Short-Term National Muni Bond ETF
SUB
+$1.42M

Top Sells

1
+$502K
2
+$381K
3
+$327K
4
REET icon
iShares Global REIT ETF
REET
+$279K
5
FLTR icon
VanEck IG Floating Rate ETF
FLTR
+$249K

Sector Composition

1 Technology 9.55%
2 Healthcare 8.74%
3 Financials 3.59%
4 Consumer Discretionary 2.88%
5 Communication Services 2.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-5,715
227
– –
-5,340
228
– –
-11,539
6 7 8 9
10