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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
526
$382K 0.02%
1,124
+109
527
$382K 0.02%
7,994
+1,363
528
$380K 0.02%
1,896
+57
529
$379K 0.02%
1,765
+81
530
$379K 0.02%
5,646
+388
531
$378K 0.02%
8,137
-1,091
532
$378K 0.02%
1,270
-33
533
$376K 0.02%
5,447
534
$376K 0.02%
+3,322
535
$376K 0.02%
+15,079
536
$376K 0.02%
2,851
-271
537
$375K 0.02%
+7,533
538
$371K 0.02%
+10,499
539
$371K 0.02%
17,919
540
$371K 0.02%
2,400
-4,300
541
$370K 0.02%
+13,365
542
$370K 0.02%
3,060
+1,411
543
$370K 0.02%
+6,815
544
$369K 0.02%
4,826
+1,674
545
$368K 0.02%
3,563
+1,569
546
$368K 0.02%
+2,603
547
$367K 0.02%
+4,461
548
$367K 0.02%
1,821
-217
549
$367K 0.02%
1,767
+32
550
$367K 0.02%
+4,471
20 21
22
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