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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
51
$8.39M 0.39%
307,199
-7,713
52
$8.17M 0.38%
+164,040
53
$8.14M 0.37%
8,791
+3,665
54
$7.93M 0.36%
74,264
+49,887
55
$7.59M 0.35%
22,234
+3,251
56
$7.47M 0.34%
161,916
+148,098
57
$7.37M 0.34%
65,359
+12,862
58
$7.36M 0.34%
9,648
+2,759
59
$7.15M 0.33%
81,839
+13,361
60
$6.95M 0.32%
145,313
+66,226
61
$6.93M 0.32%
29,922
+5,236
62
$6.67M 0.31%
92,048
+15,603
63
$6.51M 0.3%
11,447
+675
64
$6.33M 0.29%
61,438
+8,948
65
$6.32M 0.29%
+110,402
66
$6.27M 0.29%
+130,949
67
$6.08M 0.28%
208,777
-29,269
68
$6.01M 0.28%
233,691
+8,281
69
$5.8M 0.27%
14,326
+2,293
70
$5.76M 0.26%
+189,391
71
$5.59M 0.26%
15,716
+300
72
$5.55M 0.26%
60,517
+48,275
73
$5.41M 0.25%
67,680
+1,134
74
$4.96M 0.23%
17,568
+725
75
$4.91M 0.23%
41,317
+3,041
1 2
3
4 5