We are live on ! Find out more
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
576
$333K 0.02%
8,747
+2,643
577
$331K 0.02%
1,149
+267
578
$331K 0.02%
+15,527
579
$330K 0.02%
14,024
-12
580
$330K 0.02%
5,910
+2
581
$330K 0.02%
+1,108
582
$329K 0.02%
40,465
583
$329K 0.02%
4,169
-129
584
$329K 0.02%
8,292
-425
585
$327K 0.02%
+1,136
586
$327K 0.02%
4,602
-186
587
$327K 0.02%
19,031
-322
588
$326K 0.02%
4,154
+1,616
589
$325K 0.01%
2,501
+774
590
$325K 0.01%
+1,838
591
$325K 0.01%
4,470
+978
592
$324K 0.01%
+710
593
$323K 0.01%
11,895
+346
594
$322K 0.01%
13,986
-1,350
595
$319K 0.01%
4,973
-538
596
$319K 0.01%
+3,308
597
$319K 0.01%
3,505
-25
598
$316K 0.01%
3,349
-1,261
599
$314K 0.01%
+6,201
600
$313K 0.01%
12,748
+1,803
22 23
24
25 26