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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
801
$133K 0.01%
12,900
-2,950
802
$133K 0.01%
13,414
+3,178
803
$129K 0.01%
11,084
-7,210
804
$113K 0.01%
+11,249
805
$105K ﹤0.01%
23,144
+335
806
$99.9K ﹤0.01%
22,500
-1,700
807
$91.2K ﹤0.01%
29,033
-1,886
808
$89.9K ﹤0.01%
15,333
809
$86.5K ﹤0.01%
16,100
-2,700
810
$66.7K ﹤0.01%
+13,165
811
$62.6K ﹤0.01%
+21,500
812
$53.5K ﹤0.01%
+19,871
813
$47.6K ﹤0.01%
+10,000
814
$44.9K ﹤0.01%
59,104
+2,600
815
$44.4K ﹤0.01%
21,266
816
$41.1K ﹤0.01%
124,750
-1,750
817
$36.7K ﹤0.01%
+10,054
818
$35.3K ﹤0.01%
11,000
-700
819
$24K ﹤0.01%
16,000
820
$14.4K ﹤0.01%
511
-18
821
– –
-1,000
822
– –
-5,443
823
– –
-2,544
824
– –
-3,861
825
– –
-2,399
31 32
33
34 35