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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
XEL icon
276
Xcel Energy
XEL
$48.5B
$1.91M 0.05%
24,029
-29
USB icon
277
US Bancorp
USB
$87.2B
$1.87M 0.05%
35,930
+5,058
VIGI icon
278
Vanguard International Dividend Appreciation ETF
VIGI
$8.72B
$1.86M 0.05%
21,029
+98
VOE icon
279
Vanguard Mid-Cap Value ETF
VOE
$22.7B
$1.85M 0.05%
10,039
+3,490
VFMV icon
280
Vanguard US Minimum Volatility ETF
VFMV
$422M
$1.84M 0.05%
+13,829
ADP icon
281
Automatic Data Processing
ADP
$92B
$1.84M 0.05%
9,052
+1,511
SHEL icon
282
Shell
SHEL
$237B
$1.84M 0.05%
19,743
+583
UNH icon
283
UnitedHealth
UNH
$374B
$1.83M 0.05%
6,780
+206
FENI icon
284
Fidelity Enhanced International ETF
FENI
$9.63B
$1.82M 0.05%
49,014
-6,381
HYD icon
285
VanEck High Yield Muni ETF
HYD
$4.39B
$1.82M 0.05%
36,302
+32,275
FELC icon
286
Fidelity Enhanced Large Cap Core ETF
FELC
$7.46B
$1.81M 0.05%
49,911
+7,089
PFE icon
287
Pfizer
PFE
$147B
$1.81M 0.05%
64,334
+11,165
DRSK icon
288
Aptus Defined Risk ETF
DRSK
$1.52B
$1.81M 0.05%
66,051
-106,389
DFEM icon
289
Dimensional Emerging Markets Core Equity 2 ETF
DFEM
$8.88B
$1.8M 0.05%
52,182
+3,620
CEG icon
290
Constellation Energy
CEG
$89.2B
$1.78M 0.05%
6,384
+867
WMB icon
291
Williams Companies
WMB
$87.4B
$1.78M 0.05%
24,392
+9,363
AEP icon
292
American Electric Power
AEP
$69.4B
$1.76M 0.05%
13,407
-126
INTC icon
293
Intel
INTC
$528B
$1.75M 0.05%
39,699
-23,934
SCCO icon
294
Southern Copper
SCCO
$144B
$1.75M 0.05%
10,262
+84
NVS icon
295
Novartis
NVS
$285B
$1.75M 0.05%
11,436
-131
FLN icon
296
First Trust Latin America AlphaDEX Fund
FLN
$34.4M
$1.72M 0.05%
+67,321
BITW
297
Bitwise 10 Crypto Index ETF
BITW
$586M
$1.71M 0.05%
+38,412
FVD icon
298
First Trust Value Line Dividend Fund
FVD
$8.02B
$1.71M 0.05%
36,423
+434
VLO icon
299
Valero Energy
VLO
$74.9B
$1.7M 0.05%
6,897
+1,070
GLTR icon
300
abrdn Physical Precious Metals Basket Shares ETF
GLTR
$2.65B
$1.7M 0.05%
+7,764
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