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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
$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
DGCB icon
526
Dimensional Global Credit ETF
DGCB
$1.03B
$717K 0.02%
13,253
+2,784
BABA icon
527
Alibaba
BABA
$287B
$717K 0.02%
5,715
-715
USHY icon
528
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27B
$716K 0.02%
19,448
+12,086
BAI
529
iShares A.I. Innovation and Tech Active ETF
BAI
$14.8B
$715K 0.02%
+21,709
AMP icon
530
Ameriprise Financial
AMP
$40.4B
$713K 0.02%
1,605
+479
MCO icon
531
Moody's
MCO
$78.6B
$713K 0.02%
1,634
+466
AOR icon
532
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.59B
$711K 0.02%
11,056
+4,160
CI icon
533
Cigna
CI
$78B
$711K 0.02%
2,664
-4
IWP icon
534
iShares Russell Mid-Cap Growth ETF
IWP
$20.1B
$709K 0.02%
5,535
+483
GOVT icon
535
iShares US Treasury Bond ETF
GOVT
$42.5B
$709K 0.02%
+30,946
FJAN icon
536
FT Vest US Equity Buffer ETF January
FJAN
$1.39B
$709K 0.02%
14,064
+5,854
BIIB icon
537
Biogen
BIIB
$29.4B
$708K 0.02%
3,864
-385
PCG icon
538
PG&E
PCG
$36.5B
$706K 0.02%
40,193
+2,317
BUFR icon
539
FT Vest Fund of Buffer ETFs
BUFR
$9.55B
$706K 0.02%
20,908
+1,795
ACWX icon
540
iShares MSCI ACWI ex US ETF
ACWX
$11.3B
$700K 0.02%
10,225
-1,015
CARR icon
541
Carrier Global
CARR
$59.2B
$700K 0.02%
12,427
+3,985
FBCV icon
542
Fidelity Blue Chip Value ETF
FBCV
$164M
$697K 0.02%
19,385
-39,297
USXF icon
543
iShares ESG Advanced MSCI USA ETF
USXF
$1.39B
$693K 0.02%
12,558
+5,509
PPA icon
544
Invesco Aerospace & Defense ETF
PPA
$8.07B
$692K 0.02%
4,175
+369
IX icon
545
ORIX
IX
$41.3B
$690K 0.02%
22,999
+2,216
IBTH icon
546
iShares iBonds Dec 2027 Term Treasury ETF
IBTH
$2.19B
$689K 0.02%
30,729
+5,609
AOA icon
547
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.12B
$685K 0.02%
7,737
+348
MSCI icon
548
MSCI
MSCI
$44.2B
$684K 0.02%
1,269
+398
FLY
549
Firefly Aerospace
FLY
$5.49B
$683K 0.02%
+23,983
BTC
550
Grayscale Bitcoin Mini Trust ETF
BTC
$3.29B
$682K 0.02%
22,740
+9,751
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