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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
SPOT icon
351
Spotify
SPOT
$102B
$1.37M 0.04%
2,831
-239
PFF icon
352
iShares Preferred and Income Securities ETF
PFF
$13.5B
$1.36M 0.04%
45,012
+34,774
PSX icon
353
Phillips 66
PSX
$71.5B
$1.36M 0.04%
7,468
-1,363
EVSM icon
354
Eaton Vance Short Duration Municipal Income ETF
EVSM
$719M
$1.35M 0.04%
+26,916
BYLD icon
355
iShares Yield Optimized Bond ETF
BYLD
$449M
$1.35M 0.04%
59,874
+334
PSQO
356
Palmer Square Credit Opportunities ETF
PSQO
$258M
$1.35M 0.04%
65,716
+3,269
IGIB icon
357
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.1B
$1.32M 0.04%
24,854
+14,127
DVY icon
358
iShares Select Dividend ETF
DVY
$22.5B
$1.31M 0.04%
8,671
+2,622
ANET icon
359
Arista Networks
ANET
$190B
$1.31M 0.04%
10,663
+2,358
FV icon
360
First Trust Dorsey Wright Focus 5 ETF
FV
$3.75B
$1.31M 0.04%
21,652
-69
KOMP icon
361
State Street SPDR S&P Kensho New Economies Composite ETF
KOMP
$2.77B
$1.31M 0.04%
22,365
-984
HYG icon
362
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.2B
$1.29M 0.03%
16,189
+12,160
NVO
363
Novo Nordisk
NVO
$186B
$1.28M 0.03%
34,795
+1,468
IEO icon
364
iShares US Oil & Gas Exploration & Production ETF
IEO
$538M
$1.28M 0.03%
10,230
-24
EAGG icon
365
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.81B
$1.27M 0.03%
26,788
+342
BSCR icon
366
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
$4.6B
$1.27M 0.03%
64,856
+16,956
KMT icon
367
Kennametal
KMT
$2.58B
$1.27M 0.03%
35,106
+10
MINT icon
368
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$16.2B
$1.26M 0.03%
+12,519
PRU icon
369
Prudential Financial
PRU
$35.8B
$1.26M 0.03%
12,868
+1,029
HYBL icon
370
State Street Blackstone High Income ETF
HYBL
$559M
$1.25M 0.03%
44,938
+23,500
SO icon
371
Southern Company
SO
$105B
$1.25M 0.03%
12,913
+1,140
DFLV icon
372
Dimensional US Large Cap Value ETF
DFLV
$6.19B
$1.25M 0.03%
34,881
-3,801
DBMF icon
373
iMGP DBi Managed Futures Strategy ETF
DBMF
$3.92B
$1.24M 0.03%
41,193
+984
RDVI icon
374
FT Vest Rising Dividend Achievers Target Income ETF
RDVI
$3.22B
$1.24M 0.03%
48,461
+3,316
GMAY icon
375
FT Vest US Equity Moderate Buffer ETF May
GMAY
$450M
$1.24M 0.03%
30,125
-4,373
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