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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
326
$747K 0.03%
36,948
+1,231
327
$741K 0.03%
23,575
+9,536
328
$739K 0.03%
12,563
+1,306
329
$738K 0.03%
9,420
+163
330
$738K 0.03%
10,885
-4,549
331
$736K 0.03%
35,167
-3,787
332
$730K 0.03%
5,188
+410
333
$727K 0.03%
1,138
-8
334
$725K 0.03%
3,820
+602
335
$722K 0.03%
1,471
+208
336
$720K 0.03%
14,928
+448
337
$719K 0.03%
5,835
-560
338
$708K 0.03%
+17,942
339
$707K 0.03%
19,553
+5,243
340
$705K 0.03%
15,672
-661
341
$704K 0.03%
5,588
+3,707
342
$698K 0.03%
2,070
+510
343
$698K 0.03%
4,735
+199
344
$695K 0.03%
+7,480
345
$693K 0.03%
10,292
+5,365
346
$690K 0.03%
21,553
347
$688K 0.03%
8,178
-1,816
348
$686K 0.03%
4,909
+2,761
349
$685K 0.03%
+13,777
350
$682K 0.03%
14,914
+2,435
12 13
14
15 16