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
EDIV icon
426
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.24B
$998K 0.03%
25,289
+5,620
ESGV icon
427
Vanguard ESG US Stock ETF
ESGV
$13B
$996K 0.03%
8,872
+186
PULS icon
428
PGIM Ultra Short Bond ETF
PULS
$16.4B
$994K 0.03%
20,083
+624
STIP icon
429
iShares 0-5 Year TIPS Bond ETF
STIP
$15.8B
$986K 0.03%
9,530
+390
NOW icon
430
ServiceNow
NOW
$110B
$984K 0.03%
9,416
-616
AIQ icon
431
Global X Artificial Intelligence & Technology ETF
AIQ
$10.3B
$978K 0.03%
+20,959
FMDE icon
432
Fidelity Enhanced Mid Cap Core ETF
FMDE
$6.95B
$978K 0.03%
27,195
-14,580
SKOR icon
433
FlexShares Credit-Scored US Corporate Bond Index Fund
SKOR
$715M
$977K 0.03%
20,087
+1,204
TT icon
434
Trane Technologies
TT
$104B
$976K 0.03%
2,342
+332
SOXX icon
435
iShares Semiconductor ETF
SOXX
$37.8B
$973K 0.03%
2,961
+869
ISD
436
PGIM High Yield Bond Fund
ISD
$428M
$971K 0.03%
73,768
-21,469
EIX icon
437
Edison International
EIX
$27.4B
$967K 0.03%
13,218
+200
MCK icon
438
McKesson
MCK
$94.3B
$961K 0.03%
1,110
+141
BLV icon
439
Vanguard Long-Term Bond ETF
BLV
$5.8B
$959K 0.03%
13,946
-16,775
FTI icon
440
TechnipFMC
FTI
$27.3B
$959K 0.03%
13,866
-2,841
DOW icon
441
Dow Inc
DOW
$23.9B
$958K 0.03%
23,008
+2,662
BNY
442
Bank of New York Mellon
BNY
$98.3B
$937K 0.03%
7,900
+1,433
CME icon
443
CME Group
CME
$92.5B
$937K 0.03%
3,171
+170
MBB icon
444
iShares MBS ETF
MBB
$38.4B
$936K 0.03%
9,858
+5,860
VXF icon
445
Vanguard Extended Market ETF
VXF
$29.8B
$936K 0.03%
4,548
+2,811
CVS icon
446
CVS Health
CVS
$124B
$936K 0.03%
13,030
+3,181
NLY icon
447
Annaly Capital Management
NLY
$15.9B
$936K 0.03%
44,233
+782
COF icon
448
Capital One
COF
$114B
$934K 0.03%
5,120
-216
ECL icon
449
Ecolab
ECL
$74.4B
$930K 0.02%
3,496
+23
FDS icon
450
Factset
FDS
$8.96B
$925K 0.02%
4,263
+2,772
16 17
18
19 20