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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
DFGP icon
751
Dimensional Global Core Plus Fixed Income ETF
DFGP
$2.57B
$383K 0.01%
7,099
-45
NDSN icon
752
Nordson
NDSN
$16.2B
$383K 0.01%
1,438
+350
FISV
753
Fiserv Inc
FISV
$28.8B
$381K 0.01%
6,834
+3,385
DASH icon
754
DoorDash
DASH
$67.8B
$381K 0.01%
2,539
+299
WCC
755
WESCO International
WCC
$17.3B
$378K 0.01%
1,383
+255
HSBC icon
756
HSBC
HSBC
$306B
$378K 0.01%
4,584
+1,177
EQT icon
757
EQT Corp
EQT
$33B
$378K 0.01%
5,933
+238
TGT icon
758
Target
TGT
$57.5B
$375K 0.01%
3,097
+610
BUL icon
759
Pacer US Cash Cows Growth ETF
BUL
$129M
$375K 0.01%
6,942
-143
UAL icon
760
United Airlines
UAL
$35.6B
$375K 0.01%
4,069
+17
NULV icon
761
Nuveen ESG Large-Cap Value ETF
NULV
$2.11B
$374K 0.01%
8,228
-2,126
DSM
762
BNY Mellon Strategic Municipal Bond Fund
DSM
$303M
$374K 0.01%
+62,222
TAXF icon
763
American Century Diversified Municipal Bond ETF
TAXF
$661M
$374K 0.01%
7,463
-12,280
EXE
764
Expand Energy Corp
EXE
$21.2B
$373K 0.01%
3,402
+597
HSY icon
765
Hershey
HSY
$35.7B
$373K 0.01%
1,796
+449
AVGE icon
766
Avantis All Equity Markets ETF
AVGE
$976M
$372K 0.01%
4,227
+260
MLI icon
767
Mueller Industries
MLI
$15B
$372K 0.01%
3,353
-140
EA icon
768
Electronic Arts
EA
$50.8B
$371K 0.01%
1,818
+205
RMBS icon
769
Rambus
RMBS
$15.9B
$371K 0.01%
+4,308
DTE icon
770
DTE Energy
DTE
$30.4B
$370K 0.01%
2,527
-743
EQL icon
771
ALPS Equal Sector Weight ETF
EQL
$731M
$369K 0.01%
7,750
+46
EW icon
772
Edwards Lifesciences
EW
$50.4B
$367K 0.01%
4,585
+2,118
CW icon
773
Curtiss-Wright
CW
$27.1B
$367K 0.01%
539
+131
TY icon
774
TRI-Continental Corp
TY
$1.86B
$366K 0.01%
11,598
BSCS icon
775
Invesco BulletShares 2028 Corporate Bond ETF
BSCS
$3.48B
$366K 0.01%
+17,935
29 30
31
32 33