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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
$2.18B
AUM Growth
+$677M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
854
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.8M
3
+$27.5M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$20.8M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$17.6M

Top Sells

1
+$11.1M
2
+$2.44M
3
+$832K
4
UNH icon
UnitedHealth
UNH
+$740K
5
GBIL icon
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
+$632K

Sector Composition

1 Technology 14.78%
2 Financials 4.04%
3 Consumer Discretionary 3.12%
4 Communication Services 2.93%
5 Industrials 2.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.29M 0.06%
10,067
+739
227
$1.28M 0.06%
56,002
+120
228
$1.27M 0.06%
6,717
+243
229
$1.26M 0.06%
17,649
+2,004
230
$1.24M 0.06%
4,216
-107
231
$1.23M 0.06%
25,609
-1,725
232
$1.22M 0.06%
12,208
+4,080
233
$1.22M 0.06%
21,982
+2,850
234
$1.19M 0.05%
4,840
+489
235
$1.19M 0.05%
27,700
-915
236
$1.19M 0.05%
15,762
+356
237
$1.18M 0.05%
31,778
-390
238
$1.18M 0.05%
43,048
+562
239
$1.17M 0.05%
24,529
+2,450
240
$1.16M 0.05%
36,785
+15,778
241
$1.15M 0.05%
3,107
+987
242
$1.14M 0.05%
7,349
+1,577
243
$1.13M 0.05%
2,332
+696
244
$1.13M 0.05%
38,260
-1,922
245
$1.12M 0.05%
22,249
246
$1.12M 0.05%
13,558
+337
247
$1.12M 0.05%
77,093
-20,700
248
$1.11M 0.05%
11,848
+109
249
$1.11M 0.05%
34,566
-10,616
250
$1.1M 0.05%
13,697
+715
8 9
10
11 12