SAI

Savvy Advisors Inc Portfolio holdings

AUM $3.1B
1-Year Est. Return 21.11%
This Quarter Est. Return
1 Year Est. Return
+21.11%
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
+$31.5M
2
+$30.1M
3
+$27.6M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$21.5M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$18.1M

Top Sells

1
+$10.8M
2
+$2.45M
3
+$852K
4
UNH icon
UnitedHealth
UNH
+$845K
5
NUGT icon
Direxion Daily Gold Miners Index Bull 2X Shares
NUGT
+$664K

Sector Composition

1 Technology 14.79%
2 Financials 4.02%
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
SDVY icon
576
First Trust SMID Cap Rising Dividend Achievers ETF
SDVY
$10B
$333K 0.02%
8,747
+2,643
CI icon
577
Cigna
CI
$74.9B
$331K 0.02%
1,149
+267
FTCB icon
578
First Trust Core Investment Grade ETF
FTCB
$1.9B
$331K 0.02%
+15,527
SUSC icon
579
iShares ESG Aware USD Corporate Bond ETF
SUSC
$1.33B
$330K 0.02%
14,024
-12
EES icon
580
WisdomTree US SmallCap Earnings Fund
EES
$660M
$330K 0.02%
5,910
+2
VEEV icon
581
Veeva Systems
VEEV
$36.5B
$330K 0.02%
+1,108
XERS icon
582
Xeris Biopharma Holdings
XERS
$1.23B
$329K 0.02%
40,465
AVDE icon
583
Avantis International Equity ETF
AVDE
$12.6B
$329K 0.02%
4,169
-129
GCOW icon
584
Pacer Global Cash Cows Dividend ETF
GCOW
$2.76B
$329K 0.02%
8,292
-425
HII icon
585
Huntington Ingalls Industries
HII
$16.4B
$327K 0.02%
+1,136
FCOM icon
586
Fidelity MSCI Communication Services Index ETF
FCOM
$1.93B
$327K 0.02%
4,602
-186
ET icon
587
Energy Transfer Partners
ET
$62.2B
$327K 0.02%
19,031
-322
AIG icon
588
American International
AIG
$39B
$326K 0.02%
4,154
+1,616
KKR icon
589
KKR & Co
KKR
$108B
$325K 0.01%
2,501
+774
IWN icon
590
iShares Russell 2000 Value ETF
IWN
$12.9B
$325K 0.01%
+1,838
VOOG icon
591
Vanguard S&P 500 Growth ETF
VOOG
$22B
$325K 0.01%
745
+163
ALNY icon
592
Alnylam Pharmaceuticals
ALNY
$48.9B
$324K 0.01%
+710
VSCO icon
593
Victoria's Secret
VSCO
$4.8B
$323K 0.01%
11,895
+346
IFGL icon
594
iShares International Developed Real Estate ETF
IFGL
$87.9M
$322K 0.01%
13,986
-1,350
MCHP icon
595
Microchip Technology
MCHP
$40.4B
$319K 0.01%
4,973
-538
UAL icon
596
United Airlines
UAL
$34.9B
$319K 0.01%
+3,308
EBAY icon
597
eBay
EBAY
$42.4B
$319K 0.01%
3,505
-25
CNI icon
598
Canadian National Railway
CNI
$61.6B
$316K 0.01%
3,349
-1,261
BTC
599
Grayscale Bitcoin Mini Trust ETF
BTC
$3.9B
$314K 0.01%
+6,201
HPE icon
600
Hewlett Packard
HPE
$28.1B
$313K 0.01%
12,748
+1,803
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