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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
426
$497K 0.02%
33,281
+9,337
427
$496K 0.02%
2,003
+1,025
428
$493K 0.02%
3,581
-345
429
$492K 0.02%
1,033
+77
430
$492K 0.02%
508
+131
431
$490K 0.02%
6,787
+445
432
$489K 0.02%
861
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433
$483K 0.02%
1,246
+261
434
$483K 0.02%
10,816
+58
435
$482K 0.02%
8,429
+4,397
436
$482K 0.02%
3,438
+373
437
$481K 0.02%
11,993
-9,788
438
$480K 0.02%
1,525
+22
439
$477K 0.02%
4,872
-86
440
$476K 0.02%
+2,111
441
$475K 0.02%
2,356
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442
$474K 0.02%
7,195
+3,866
443
$474K 0.02%
24,210
444
$471K 0.02%
13,547
-617
445
$467K 0.02%
8,751
+326
446
$467K 0.02%
9,372
+752
447
$466K 0.02%
8,109
+2,517
448
$464K 0.02%
+1,662
449
$462K 0.02%
3,718
+1,248
450
$460K 0.02%
3,632
+79
16 17
18
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