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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
SCHO icon
326
Schwab Short-Term US Treasury ETF
SCHO
$12.8B
$1.52M 0.04%
62,784
+12,033
EFV icon
327
iShares MSCI EAFE Value ETF
EFV
$26.2B
$1.52M 0.04%
20,388
+10,025
FDX icon
328
FedEx
FDX
$79.1B
$1.5M 0.04%
4,204
+1,155
TLT icon
329
iShares 20+ Year Treasury Bond ETF
TLT
$40.9B
$1.49M 0.04%
17,157
+211
IGSB icon
330
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.4B
$1.48M 0.04%
28,249
+10,731
NOC icon
331
Northrop Grumman
NOC
$77.2B
$1.48M 0.04%
2,175
+961
FREL icon
332
Fidelity MSCI Real Estate Index ETF
FREL
$1.47B
$1.48M 0.04%
+54,837
CAIE
333
Calamos Autocallable Income ETF
CAIE
$956M
$1.47M 0.04%
58,489
+49,123
EYLD icon
334
Cambria Emerging Shareholder Yield ETF
EYLD
$765M
$1.47M 0.04%
35,445
+3,895
BA icon
335
Boeing
BA
$169B
$1.46M 0.04%
7,337
+1,530
DFGR icon
336
Dimensional Global Real Estate ETF
DFGR
$3.61B
$1.46M 0.04%
54,844
+8,811
PICK icon
337
iShares MSCI Global Metals & Mining Producers ETF
PICK
$2.12B
$1.45M 0.04%
25,708
-3,349
IWY icon
338
iShares Russell Top 200 Growth ETF
IWY
$16.7B
$1.45M 0.04%
5,829
-1,543
DUSB icon
339
Dimensional Ultrashort Fixed Income ETF
DUSB
$2.09B
$1.45M 0.04%
28,600
+4,158
VTEC icon
340
Vanguard California Tax-Exempt Bond ETF
VTEC
$2.65B
$1.44M 0.04%
14,547
+732
ISRG icon
341
Intuitive Surgical
ISRG
$151B
$1.44M 0.04%
3,125
+1,076
ESGE icon
342
iShares ESG Aware MSCI EM ETF
ESGE
$6.65B
$1.44M 0.04%
31,638
+15,499
VT icon
343
Vanguard Total World Stock ETF
VT
$73.9B
$1.44M 0.04%
10,386
+5,501
SHOP icon
344
Shopify
SHOP
$143B
$1.42M 0.04%
11,937
+7,125
NLR icon
345
VanEck Uranium + Nuclear Energy ETF
NLR
$4.38B
$1.42M 0.04%
10,630
+2,892
XLE icon
346
State Street Energy Select Sector SPDR ETF
XLE
$39B
$1.42M 0.04%
23,108
+12,659
CB icon
347
Chubb
CB
$126B
$1.41M 0.04%
4,313
-153
AVB icon
348
AvalonBay Communities
AVB
$26.4B
$1.4M 0.04%
8,541
+683
DLN icon
349
WisdomTree US LargeCap Dividend Fund
DLN
$6.06B
$1.38M 0.04%
+15,490
MDY icon
350
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$26.6B
$1.37M 0.04%
2,226
+1,199
12 13
14
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