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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
$3.73B
AUM Growth
+$633M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,179
New
Increased
Reduced
Closed

Top Buys

1
+$45.1M
2
+$34.4M
3
+$33.6M
4
IVLU icon
iShares MSCI Intl Value Factor ETF
IVLU
+$32M
5
BUSE icon
First Busey Corp
BUSE
+$29.6M

Top Sells

1
+$15.2M
2
+$10.3M
3
+$7.92M
4
VTV icon
Vanguard Value ETF
VTV
+$7.12M
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$6.31M

Sector Composition

1 Technology 11.14%
2 Financials 4.5%
3 Communication Services 2.68%
4 Consumer Discretionary 2.57%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HIMU
726
iShares High Yield Muni Active ETF
HIMU
$2.26B
$410K 0.01%
+8,537
WAB icon
727
Wabtec
WAB
$45.1B
$408K 0.01%
1,634
+472
DNP icon
728
DNP Select Income Fund
DNP
$4.05B
$406K 0.01%
+39,374
NZF icon
729
Nuveen Municipal Credit Income Fund
NZF
$2.45B
$405K 0.01%
33,241
+183
HLT icon
730
Hilton Worldwide
HLT
$78B
$404K 0.01%
1,327
+275
VOOG icon
731
Vanguard S&P 500 Growth ETF
VOOG
$25.4B
$402K 0.01%
5,916
+2,250
AOS icon
732
A.O. Smith
AOS
$8.16B
$402K 0.01%
6,091
-114
JPC icon
733
Nuveen Preferred & Income Opportunities Fund
JPC
$2.89B
$401K 0.01%
53,244
+9,979
SYF icon
734
Synchrony
SYF
$24.3B
$400K 0.01%
5,876
+1,421
QDEC icon
735
FT Vest Growth-100 Buffer ETF December
QDEC
$687M
$400K 0.01%
12,703
-2,554
AAON icon
736
Aaon
AAON
$10.6B
$399K 0.01%
4,823
+133
PCAR icon
737
PACCAR
PCAR
$63B
$398K 0.01%
3,449
+285
KVUE icon
738
Kenvue
KVUE
$34.4B
$397K 0.01%
+23,016
FIW icon
739
First Trust Water ETF
FIW
$1.81B
$395K 0.01%
3,827
+19
BIDU icon
740
Baidu
BIDU
$41.2B
$394K 0.01%
3,539
+654
IYT icon
741
iShares US Transportation ETF
IYT
$2.42B
$393K 0.01%
+5,272
USEW
742
Cambria US EW ETF
USEW
$185M
$393K 0.01%
8,036
LNG icon
743
Cheniere Energy
LNG
$50.2B
$392K 0.01%
+1,380
MCHP icon
744
Microchip Technology
MCHP
$49.6B
$390K 0.01%
6,031
+481
IUSV icon
745
iShares Core S&P US Value ETF
IUSV
$26.1B
$389K 0.01%
3,800
+236
DIA icon
746
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$44.1B
$388K 0.01%
837
-96
PFFD icon
747
Global X US Preferred ETF
PFFD
$2.14B
$387K 0.01%
+21,037
PAGP icon
748
Plains GP Holdings
PAGP
$4.82B
$386K 0.01%
15,900
-1,000
IBTI icon
749
iShares iBonds Dec 2028 Term Treasury ETF
IBTI
$1.74B
$385K 0.01%
17,300
+4,679
ORI icon
750
Old Republic International
ORI
$9.23B
$385K 0.01%
9,656
-553
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