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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
276
$959K 0.04%
8,099
+39
277
$947K 0.04%
9,292
278
$945K 0.04%
10,335
+2,182
279
$944K 0.04%
3,090
+173
280
$935K 0.04%
56,322
-5,361
281
$932K 0.04%
28,444
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282
$925K 0.04%
8,223
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283
$923K 0.04%
40,390
+5,252
284
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7,026
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$921K 0.04%
6,875
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286
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4,477
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287
$914K 0.04%
7,387
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288
$905K 0.04%
6,209
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289
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33,045
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$901K 0.04%
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291
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13,837
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293
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10,447
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294
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9,281
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295
$876K 0.04%
9,805
-1,347
296
$864K 0.04%
22,182
-1,635
297
$863K 0.04%
43,803
-378
298
$861K 0.04%
+14,121
299
$859K 0.04%
18,561
+339
300
$855K 0.04%
6,790
-64
10 11
12
13 14