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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
401
$560K 0.03%
+9,160
402
$556K 0.03%
+42,845
403
$556K 0.03%
1,419
+512
404
$550K 0.03%
+12,883
405
$548K 0.03%
20,327
+6,445
406
$547K 0.03%
3,245
+60
407
$546K 0.03%
1,317
+253
408
$543K 0.03%
+2,770
409
$542K 0.02%
7,810
+54
410
$540K 0.02%
89,536
-18,872
411
$536K 0.02%
9,663
+43
412
$533K 0.02%
3,758
+1,375
413
$533K 0.02%
+741
414
$532K 0.02%
+2,106
415
$529K 0.02%
3,713
+2,139
416
$525K 0.02%
6,840
-243
417
$524K 0.02%
+1,873
418
$523K 0.02%
+9,846
419
$522K 0.02%
43,614
+5,037
420
$519K 0.02%
6,127
-27
421
$512K 0.02%
19,589
+1,745
422
$505K 0.02%
12,562
-59
423
$503K 0.02%
4,668
-305
424
$501K 0.02%
15,835
+4,838
425
$497K 0.02%
6,571
+3,493
15 16
17
18 19