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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
301
$850K 0.04%
4,230
+3,090
302
$848K 0.04%
6,232
+1,634
303
$839K 0.04%
4,928
+856
304
$834K 0.04%
9,979
+216
305
$833K 0.04%
8,055
+1,722
306
$830K 0.04%
1,712
-97
307
$820K 0.04%
5,758
+3,729
308
$819K 0.04%
859
+618
309
$813K 0.04%
2,967
+417
310
$812K 0.04%
4,410
-990
311
$807K 0.04%
3,353
+105
312
$804K 0.04%
3,782
+1,538
313
$803K 0.04%
15,983
-1,252
314
$801K 0.04%
15,422
+9,485
315
$796K 0.04%
+10,651
316
$792K 0.04%
80,892
+5,862
317
$776K 0.04%
18,518
+5,573
318
$776K 0.04%
19,784
+3,956
319
$774K 0.04%
2,968
+131
320
$774K 0.04%
12,382
+104
321
$768K 0.04%
30,154
+2,223
322
$768K 0.04%
+6,843
323
$761K 0.04%
5,355
+91
324
$761K 0.04%
5,454
+629
325
$754K 0.03%
2,671
+1,291
11 12
13
14 15