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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
376
$646K 0.03%
+4,667
377
$643K 0.03%
4,327
+1,671
378
$639K 0.03%
27,828
+771
379
$628K 0.03%
9,290
+1,083
380
$624K 0.03%
+8,245
381
$623K 0.03%
+4,591
382
$621K 0.03%
145
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383
$620K 0.03%
5,590
+995
384
$617K 0.03%
13,557
-1,499
385
$617K 0.03%
12,182
+113
386
$607K 0.03%
9,779
+147
387
$600K 0.03%
556
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388
$596K 0.03%
+2,526
389
$595K 0.03%
6,611
+1,876
390
$590K 0.03%
7,824
+2,331
391
$587K 0.03%
13,212
+1,145
392
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10,326
+3,030
393
$585K 0.03%
9,879
-6,234
394
$581K 0.03%
5,328
+2,994
395
$580K 0.03%
3,018
-241
396
$576K 0.03%
14,240
-7,000
397
$575K 0.03%
13,123
+622
398
$573K 0.03%
3,684
+512
399
$572K 0.03%
+19,827
400
$563K 0.03%
2,955
+327
14 15
16
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