We are live on ! Find out more
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
CMI icon
401
Cummins
CMI
$92.3B
$1.11M 0.03%
2,061
-156
MAR icon
402
Marriott International
MAR
$104B
$1.1M 0.03%
3,356
+497
IWR icon
403
iShares Russell Mid-Cap ETF
IWR
$54.7B
$1.09M 0.03%
11,181
+118
MAIN icon
404
Main Street Capital
MAIN
$4.78B
$1.08M 0.03%
20,350
+2,273
WDC icon
405
Western Digital
WDC
$178B
$1.07M 0.03%
3,974
+527
ARGT icon
406
Global X MSCI Argentina ETF
ARGT
$839M
$1.07M 0.03%
+11,482
DELL icon
407
Dell
DELL
$248B
$1.07M 0.03%
6,497
+1,690
STLD icon
408
Steel Dynamics
STLD
$38.9B
$1.06M 0.03%
5,896
+80
AVLV icon
409
Avantis US Large Cap Value ETF
AVLV
$13.3B
$1.05M 0.03%
12,987
+4,763
FTCS icon
410
First Trust Capital Strength ETF
FTCS
$7.74B
$1.04M 0.03%
11,201
-92
IWO icon
411
iShares Russell 2000 Growth ETF
IWO
$14.3B
$1.03M 0.03%
3,295
+1,869
ADI icon
412
Analog Devices
ADI
$197B
$1.03M 0.03%
3,248
+738
ACN icon
413
Accenture
ACN
$107B
$1.03M 0.03%
5,206
+382
GWW icon
414
W.W. Grainger
GWW
$62.8B
$1.02M 0.03%
939
+19
SCZ icon
415
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.4B
$1.02M 0.03%
13,054
+1,297
SHM icon
416
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.45B
$1.02M 0.03%
21,384
+75
IDVO icon
417
Amplify International Enhanced Dividend Income ETF
IDVO
$1.24B
$1.02M 0.03%
25,131
+8,503
MDLZ icon
418
Mondelez International
MDLZ
$80.8B
$1.02M 0.03%
17,630
+1,754
DFAW icon
419
Dimensional World Equity ETF
DFAW
$1.37B
$1.01M 0.03%
13,741
+2,553
BKLC icon
420
BNY Mellon US Large Cap Core Equity ETF
BKLC
$5.32B
$1.01M 0.03%
+8,078
VOT icon
421
Vanguard Mid-Cap Growth ETF
VOT
$18.9B
$1.01M 0.03%
3,917
+450
FBCG icon
422
Fidelity Blue Chip Growth ETF
FBCG
$6.67B
$1.01M 0.03%
20,112
-34,173
CTVA icon
423
Corteva
CTVA
$50.2B
$1M 0.03%
11,962
+820
SRE icon
424
Sempra
SRE
$59.4B
$1M 0.03%
10,296
+3,432
ELS icon
425
Equity Lifestyle Properties
ELS
$12.3B
$1,000K 0.03%
16,013
-522
15 16
17
18 19