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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
351
$680K 0.03%
4,672
+1,069
352
$680K 0.03%
11,908
-1,121
353
$677K 0.03%
3,807
+1,406
354
$677K 0.03%
2,599
-167
355
$675K 0.03%
9,395
+2,448
356
$674K 0.03%
+12,932
357
$673K 0.03%
108,517
-5,910
358
$670K 0.03%
26,798
-2,000
359
$667K 0.03%
7,866
+5,067
360
$666K 0.03%
+9,251
361
$666K 0.03%
13,513
+5,836
362
$664K 0.03%
2,299
+579
363
$664K 0.03%
5,096
-1,004
364
$662K 0.03%
28,334
+740
365
$660K 0.03%
1,563
+366
366
$658K 0.03%
+41,888
367
$657K 0.03%
2,667
+482
368
$654K 0.03%
18,642
+7,641
369
$653K 0.03%
1,548
+213
370
$653K 0.03%
5,846
+1,286
371
$651K 0.03%
3,323
-234
372
$649K 0.03%
9,698
+1,065
373
$648K 0.03%
7,285
-159
374
$647K 0.03%
1,063
+413
375
$647K 0.03%
20,782
+719
13 14
15
16 17