SAI

Savvy Advisors Inc Portfolio holdings

AUM $1.5B
1-Year Est. Return 19.35%
This Quarter Est. Return
1 Year Est. Return
+19.35%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$994M
AUM Growth
+$163M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
540
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$13.7M
3
+$9.08M
4
VTV icon
Vanguard Value ETF
VTV
+$6.67M
5
AAPL icon
Apple
AAPL
+$6.26M

Top Sells

1
+$5.73M
2
+$3.54M
3
+$2.03M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$1.55M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.16M

Sector Composition

1 Technology 16.01%
2 Financials 4.96%
3 Healthcare 4.42%
4 Consumer Staples 3.29%
5 Consumer Discretionary 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IEFA icon
51
iShares Core MSCI EAFE ETF
IEFA
$158B
$3.78M 0.38%
49,966
+40,484
IBM icon
52
IBM
IBM
$287B
$3.72M 0.37%
14,969
+842
TSLA icon
53
Tesla
TSLA
$1.44T
$3.64M 0.37%
14,053
+5,038
FBND icon
54
Fidelity Total Bond ETF
FBND
$21.1B
$3.63M 0.36%
79,430
+20,338
IJR icon
55
iShares Core S&P Small-Cap ETF
IJR
$87.3B
$3.56M 0.36%
34,079
+10,833
WMT icon
56
Walmart
WMT
$846B
$3.49M 0.35%
39,798
+5,905
BIV icon
57
Vanguard Intermediate-Term Bond ETF
BIV
$25.3B
$3.46M 0.35%
45,208
+18,806
JNJ icon
58
Johnson & Johnson
JNJ
$459B
$3.27M 0.33%
19,692
+2,841
CVX icon
59
Chevron
CVX
$313B
$3.18M 0.32%
19,001
+4,846
VTEB icon
60
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$3.14M 0.32%
63,323
+9,679
HD icon
61
Home Depot
HD
$385B
$3M 0.3%
8,190
+1,003
DFUS icon
62
Dimensional US Equity ETF
DFUS
$17.3B
$2.94M 0.3%
+48,561
SPYG icon
63
SPDR Portfolio S&P 500 Growth ETF
SPYG
$43.1B
$2.88M 0.29%
35,816
+2,162
RWM icon
64
ProShares Short Russell2000
RWM
$158M
$2.83M 0.28%
136,263
+18,194
HYDB icon
65
iShares High Yield Systematic Bond ETF
HYDB
$1.64B
$2.81M 0.28%
59,626
+32,364
ABT icon
66
Abbott
ABT
$221B
$2.74M 0.28%
20,668
+428
FNDX icon
67
Schwab Fundamental US Large Company Index ETF
FNDX
$21.1B
$2.66M 0.27%
112,795
+1,629
UNH icon
68
UnitedHealth
UNH
$328B
$2.61M 0.26%
4,991
+639
FYLD icon
69
Cambria Foreign Shareholder Yield ETF
FYLD
$452M
$2.61M 0.26%
96,923
-8,314
BSV icon
70
Vanguard Short-Term Bond ETF
BSV
$39B
$2.59M 0.26%
33,047
+9,909
IWF icon
71
iShares Russell 1000 Growth ETF
IWF
$125B
$2.44M 0.25%
6,762
+992
EMXC icon
72
iShares MSCI Emerging Markets ex China ETF
EMXC
$14B
$2.41M 0.24%
43,768
+16,202
SCHF icon
73
Schwab International Equity ETF
SCHF
$52.8B
$2.3M 0.23%
116,260
+14,923
KO icon
74
Coca-Cola
KO
$300B
$2.3M 0.23%
32,094
-216
DFAC icon
75
Dimensional US Core Equity 2 ETF
DFAC
$38.7B
$2.26M 0.23%
68,644
+7,288
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3
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