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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
701
$247K 0.01%
+3,508
702
$247K 0.01%
+899
703
$247K 0.01%
+2,442
704
$247K 0.01%
+5,024
705
$245K 0.01%
2,735
+71
706
$245K 0.01%
+10,244
707
$245K 0.01%
3,336
708
$244K 0.01%
+5,552
709
$244K 0.01%
2,897
-274
710
$243K 0.01%
+3,637
711
$242K 0.01%
+7,035
712
$242K 0.01%
+2,466
713
$242K 0.01%
+1,724
714
$242K 0.01%
8,722
+59
715
$241K 0.01%
+2,456
716
$241K 0.01%
+1,495
717
$239K 0.01%
+1,090
718
$239K 0.01%
+1,077
719
$239K 0.01%
+1,178
720
$238K 0.01%
1,831
-36
721
$238K 0.01%
6,745
-140
722
$237K 0.01%
+1,241
723
$237K 0.01%
2,851
+125
724
$237K 0.01%
+9,483
725
$235K 0.01%
+1,669
27 28
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