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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
726
$234K 0.01%
1,133
+91
727
$234K 0.01%
4,620
+593
728
$233K 0.01%
+2,332
729
$232K 0.01%
+4,920
730
$232K 0.01%
1,241
-189
731
$231K 0.01%
+4,748
732
$231K 0.01%
+3,252
733
$230K 0.01%
462
-447
734
$230K 0.01%
4,342
-20
735
$229K 0.01%
+1,575
736
$229K 0.01%
+5,663
737
$228K 0.01%
+1,777
738
$227K 0.01%
2,461
739
$227K 0.01%
2,057
-8
740
$227K 0.01%
2,268
-226
741
$226K 0.01%
+6,359
742
$226K 0.01%
+3,504
743
$225K 0.01%
+5,363
744
$224K 0.01%
+862
745
$223K 0.01%
+1,188
746
$223K 0.01%
+7,201
747
$223K 0.01%
+1,278
748
$222K 0.01%
+4,402
749
$222K 0.01%
+5,276
750
$221K 0.01%
+6,151
28 29
30
31 32