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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
26
$15.6M 0.72%
136,664
+8,627
27
$15.3M 0.7%
325,880
+125,559
28
$14.8M 0.68%
316,073
+51,403
29
$14.6M 0.67%
44,103
+7,224
30
$14.4M 0.66%
94,040
+9,989
31
$14.4M 0.66%
309,312
+46,189
32
$14.2M 0.65%
195,577
+63,116
33
$14.1M 0.65%
57,723
+9,053
34
$13.7M 0.63%
18,663
+1,300
35
$13.1M 0.6%
346,887
+340,971
36
$13.1M 0.6%
+292,722
37
$13M 0.6%
494,508
+89,615
38
$12.8M 0.59%
38,968
+2,743
39
$12.7M 0.58%
28,548
+5,951
40
$11.6M 0.54%
23,162
+2,221
41
$11.6M 0.53%
45,684
+22,989
42
$11.4M 0.53%
223,196
+195,693
43
$11.4M 0.52%
210,526
+5,500
44
$11M 0.51%
35,007
+3,689
45
$10.7M 0.49%
293,899
+57,202
46
$10.7M 0.49%
196,878
+140,171
47
$9.92M 0.46%
29,798
+5,370
48
$9.86M 0.45%
151,658
+135,494
49
$9.55M 0.44%
291,202
+269,406
50
$9.33M 0.43%
187,820
+53,729
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