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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
501
$412K 0.02%
3,724
+11
502
$412K 0.02%
11,386
-2,560
503
$410K 0.02%
1,173
+40
504
$410K 0.02%
2,801
-376
505
$409K 0.02%
+7,399
506
$407K 0.02%
909
+147
507
$406K 0.02%
+3,346
508
$406K 0.02%
887
-18
509
$403K 0.02%
6,552
-3,294
510
$402K 0.02%
4,015
-6,322
511
$401K 0.02%
11,020
+3,079
512
$401K 0.02%
4,048
-192
513
$399K 0.02%
8,617
+68
514
$399K 0.02%
5,445
-354
515
$398K 0.02%
4,739
+2,690
516
$398K 0.02%
417
+93
517
$396K 0.02%
4,584
+1,357
518
$395K 0.02%
+2,944
519
$393K 0.02%
+6,240
520
$392K 0.02%
+2,313
521
$391K 0.02%
15,508
+405
522
$390K 0.02%
6,803
-354
523
$390K 0.02%
7,447
-994
524
$382K 0.02%
1,235
-123
525
$382K 0.02%
+3,185
19 20
21
22 23