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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
551
$366K 0.02%
+1,045
552
$364K 0.02%
7,387
-200
553
$363K 0.02%
+16,510
554
$362K 0.02%
+1,164
555
$362K 0.02%
1,157
+72
556
$360K 0.02%
28,688
+2,787
557
$357K 0.02%
1,706
+278
558
$356K 0.02%
3,578
+417
559
$353K 0.02%
8,204
+12
560
$353K 0.02%
1,306
+103
561
$352K 0.02%
+8,286
562
$351K 0.02%
14,201
-24,342
563
$350K 0.02%
+2,442
564
$349K 0.02%
1,422
+252
565
$349K 0.02%
1,779
+604
566
$347K 0.02%
8,438
567
$346K 0.02%
11,629
-17,386
568
$346K 0.02%
1,747
-1,480
569
$346K 0.02%
3,688
-1,299
570
$345K 0.02%
4,698
+609
571
$345K 0.02%
+1,928
572
$344K 0.02%
6,431
+948
573
$342K 0.02%
2,219
+108
574
$341K 0.02%
+6,233
575
$339K 0.02%
+6,818
21 22
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