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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
626
$297K 0.01%
+1,321
627
$296K 0.01%
1,204
+2
628
$295K 0.01%
+1,384
629
$294K 0.01%
+7,900
630
$293K 0.01%
+3,208
631
$293K 0.01%
1,561
+111
632
$290K 0.01%
+6,261
633
$290K 0.01%
6,533
634
$290K 0.01%
1,704
+173
635
$288K 0.01%
1,226
+331
636
$287K 0.01%
+4,890
637
$287K 0.01%
5,843
638
$285K 0.01%
+7,987
639
$284K 0.01%
151,682
+71,030
640
$282K 0.01%
+1,227
641
$282K 0.01%
14,644
+544
642
$282K 0.01%
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643
$281K 0.01%
2,761
+60
644
$281K 0.01%
+2,454
645
$281K 0.01%
+3,891
646
$280K 0.01%
+11,079
647
$280K 0.01%
+2,983
648
$279K 0.01%
+8,059
649
$279K 0.01%
2,002
+271
650
$278K 0.01%
2,082
-256
24 25
26
27 28