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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
476
$433K 0.02%
+13,288
477
$433K 0.02%
11,607
-1,539
478
$432K 0.02%
3,976
-57
479
$430K 0.02%
+2,012
480
$430K 0.02%
1,329
+568
481
$428K 0.02%
3,808
482
$427K 0.02%
72,059
-11,472
483
$425K 0.02%
6,093
+927
484
$424K 0.02%
7,104
+2,471
485
$423K 0.02%
5,131
+1,897
486
$420K 0.02%
8,331
+1,515
487
$420K 0.02%
13,444
+1,335
488
$419K 0.02%
1,209
+36
489
$416K 0.02%
13,348
-2,512
490
$415K 0.02%
+17,352
491
$414K 0.02%
5,516
+843
492
$414K 0.02%
+27,457
493
$414K 0.02%
3,211
-887
494
$414K 0.02%
14,375
-464
495
$413K 0.02%
8,243
-22
496
$413K 0.02%
1,524
-127
497
$413K 0.02%
9,585
-895
498
$412K 0.02%
18,312
+623
499
$412K 0.02%
17,307
+434
500
$412K 0.02%
+1,920
18 19
20
21 22