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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
251
$1.1M 0.05%
5,277
+1,148
252
$1.1M 0.05%
10,910
+727
253
$1.1M 0.05%
18,090
-104
254
$1.1M 0.05%
40,154
-8,487
255
$1.09M 0.05%
1,942
+357
256
$1.09M 0.05%
11,663
+526
257
$1.09M 0.05%
18,085
+5,337
258
$1.07M 0.05%
51,977
+41,973
259
$1.07M 0.05%
37,737
+11,818
260
$1.07M 0.05%
6,109
+547
261
$1.06M 0.05%
5,951
-282
262
$1.05M 0.05%
11,291
-895
263
$1.04M 0.05%
16,360
+1,805
264
$1.02M 0.05%
30,594
+4,254
265
$1.01M 0.05%
15,989
+3,717
266
$1.01M 0.05%
23,253
+7,449
267
$1.01M 0.05%
4,663
-749
268
$991K 0.05%
+20,568
269
$986K 0.05%
4,575
+950
270
$986K 0.05%
7,888
+4,063
271
$978K 0.05%
4,737
-951
272
$978K 0.04%
10,126
+7,424
273
$974K 0.04%
+39,195
274
$972K 0.04%
3,308
+346
275
$970K 0.04%
3,010
+278
9 10
11
12 13