We are live on ! Find out more
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
776
$205K 0.01%
+483
777
$205K 0.01%
+3,016
778
$205K 0.01%
+2,016
779
$204K 0.01%
+16,620
780
$202K 0.01%
+1,709
781
$202K 0.01%
+4,227
782
$201K 0.01%
+624
783
$201K 0.01%
+1,483
784
$201K 0.01%
+15,000
785
$200K 0.01%
+1,740
786
$200K 0.01%
+1,576
787
$191K 0.01%
12,576
-668
788
$185K 0.01%
10,703
-18
789
$181K 0.01%
+10,606
790
$180K 0.01%
+17,030
791
$177K 0.01%
+20,369
792
$172K 0.01%
13,117
-2,303
793
$163K 0.01%
23,765
+386
794
$162K 0.01%
12,670
+517
795
$156K 0.01%
13,666
+1,764
796
$155K 0.01%
14,962
+1,000
797
$154K 0.01%
26,400
-3,300
798
$153K 0.01%
10,168
799
$153K 0.01%
+16,676
800
$143K 0.01%
14,912
+2,080
30 31
32
33 34