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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
676
$259K 0.01%
11,193
-9
677
$259K 0.01%
3,236
-2,358
678
$258K 0.01%
+4,801
679
$257K 0.01%
+395
680
$256K 0.01%
+3,324
681
$256K 0.01%
6,739
-373
682
$255K 0.01%
+6,635
683
$254K 0.01%
+2,101
684
$254K 0.01%
+3,753
685
$253K 0.01%
797
-202
686
$253K 0.01%
+3,100
687
$253K 0.01%
1,267
+142
688
$253K 0.01%
+13,853
689
$253K 0.01%
+4,914
690
$253K 0.01%
13,511
+150
691
$252K 0.01%
1,442
+77
692
$251K 0.01%
+7,391
693
$251K 0.01%
+9,202
694
$251K 0.01%
+4,632
695
$250K 0.01%
+518
696
$249K 0.01%
2,417
-27
697
$249K 0.01%
3,410
+373
698
$248K 0.01%
+6,635
699
$248K 0.01%
+5,517
700
$247K 0.01%
227,000
+35,900
26 27
28
29 30