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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
451
$460K 0.02%
10,632
+4,932
452
$458K 0.02%
4,165
+1,302
453
$458K 0.02%
2,446
+1,071
454
$456K 0.02%
2,367
+113
455
$454K 0.02%
579
+164
456
$453K 0.02%
45,418
+29,141
457
$452K 0.02%
8,131
-84
458
$452K 0.02%
10,306
+409
459
$448K 0.02%
2,183
+39
460
$447K 0.02%
7,227
+530
461
$445K 0.02%
338
+98
462
$444K 0.02%
44,665
-10,513
463
$444K 0.02%
+10,102
464
$442K 0.02%
8,836
+4,390
465
$442K 0.02%
+5,206
466
$441K 0.02%
6,161
+655
467
$441K 0.02%
571
+156
468
$440K 0.02%
6,058
-106
469
$438K 0.02%
+4,690
470
$438K 0.02%
19,102
-605
471
$438K 0.02%
891
+41
472
$438K 0.02%
1,785
+161
473
$435K 0.02%
+1,601
474
$435K 0.02%
12,828
-1,339
475
$433K 0.02%
8,965
+2,614
17 18
19
20 21