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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
751
$219K 0.01%
+7,584
752
$219K 0.01%
+1,437
753
$218K 0.01%
+7,112
754
$218K 0.01%
4,048
+198
755
$218K 0.01%
+401
756
$217K 0.01%
+2,633
757
$216K 0.01%
1,078
-38
758
$216K 0.01%
+7,962
759
$215K 0.01%
+3,636
760
$215K 0.01%
1,489
761
$215K 0.01%
6,894
-465
762
$214K 0.01%
+3,777
763
$214K 0.01%
10,996
-382
764
$214K 0.01%
2,963
-127
765
$213K 0.01%
+17,191
766
$213K 0.01%
+4,539
767
$212K 0.01%
492
+22
768
$212K 0.01%
2,778
-320
769
$211K 0.01%
+788
770
$210K 0.01%
+25,922
771
$209K 0.01%
+1,021
772
$209K 0.01%
+170
773
$208K 0.01%
+3,159
774
$207K 0.01%
+2,587
775
$206K 0.01%
+945
29 30
31
32 33