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
VTI icon
26
Vanguard Total Stock Market ETF
VTI
$647B
$27.8M 0.74%
86,551
+38,753
IAGG icon
27
iShares Core International Aggregate Bond Fund
IAGG
$11.3B
$27.3M 0.73%
545,755
+247,843
PG icon
28
Procter & Gamble
PG
$338B
$27.2M 0.73%
187,998
+34,948
VUG icon
29
Vanguard Growth ETF
VUG
$223B
$23.9M 0.64%
328,260
+25,812
TBIL
30
F/m US Treasury 3 Month Bill Fund
TBIL
$7.14B
$23.6M 0.63%
472,758
+464,092
ASTS icon
31
AST SpaceMobile
ASTS
$27.5B
$22.4M 0.6%
+270,852
VMBS icon
32
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.3B
$21.6M 0.58%
460,840
-9,680
AVGO icon
33
Broadcom
AVGO
$1.88T
$21.6M 0.58%
69,742
+7,483
BRK.B icon
34
Berkshire Hathaway Class B
BRK.B
$1.05T
$21.1M 0.57%
43,988
+6,864
QQQ icon
35
Invesco QQQ Trust
QQQ
$476B
$20.8M 0.56%
35,991
-675
IAU icon
36
iShares Gold Trust
IAU
$67.2B
$20.7M 0.55%
234,338
-86,371
TLH icon
37
iShares 10-20 Year Treasury Bond ETF
TLH
$11.1B
$20.4M 0.55%
202,570
-58,367
SCHF icon
38
Schwab International Equity ETF
SCHF
$64.6B
$20.1M 0.54%
810,459
+597,492
EFA icon
39
iShares MSCI EAFE ETF
EFA
$75.9B
$20M 0.54%
206,100
+164,358
SPY icon
40
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$19.7M 0.53%
30,234
-1,533
VGT icon
41
Vanguard Information Technology ETF
VGT
$143B
$18.3M 0.49%
210,352
+25,960
SCHD icon
42
Schwab US Dividend Equity ETF
SCHD
$95B
$17.9M 0.48%
582,054
+171,662
JPM icon
43
JPMorgan Chase
JPM
$834B
$17.7M 0.47%
60,145
+10,989
HYDB icon
44
iShares High Yield Systematic Bond ETF
HYDB
$1.61B
$17.4M 0.47%
373,840
+155,558
META icon
45
Meta Platforms (Facebook)
META
$1.49T
$17.2M 0.46%
30,128
+5,891
RSP icon
46
Invesco S&P 500 Equal Weight ETF
RSP
$88.8B
$16.9M 0.45%
87,974
+55,454
LLY icon
47
Eli Lilly
LLY
$1.02T
$16.6M 0.45%
18,062
+2,010
IEFA icon
48
iShares Core MSCI EAFE ETF
IEFA
$183B
$16.3M 0.44%
180,314
+37,510
DUHP icon
49
Dimensional US High Profitability ETF
DUHP
$12B
$16M 0.43%
435,710
+77,637
TSLA icon
50
Tesla
TSLA
$1.54T
$16M 0.43%
42,936
+9,185
1
2
3 4 5