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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
601
$313K 0.01%
+4,118
602
$313K 0.01%
3,287
-2,563
603
$312K 0.01%
+2,601
604
$312K 0.01%
+974
605
$311K 0.01%
+4,447
606
$311K 0.01%
+7,943
607
$310K 0.01%
1,570
+114
608
$309K 0.01%
+601
609
$308K 0.01%
+16,900
610
$307K 0.01%
949
+139
611
$306K 0.01%
+1,297
612
$306K 0.01%
1,303
+300
613
$305K 0.01%
+5,846
614
$304K 0.01%
5,378
+1,526
615
$304K 0.01%
853
+178
616
$304K 0.01%
+3,439
617
$304K 0.01%
+1,288
618
$302K 0.01%
3,002
+680
619
$300K 0.01%
+6,125
620
$299K 0.01%
3,323
-808
621
$299K 0.01%
3,536
-238
622
$299K 0.01%
3,944
+7
623
$298K 0.01%
+5,615
624
$297K 0.01%
+7,345
625
$297K 0.01%
+990
23 24
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