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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
XPO icon
826
XPO
XPO
$26.6B
$322K 0.01%
+1,656
SYY icon
827
Sysco
SYY
$37.1B
$320K 0.01%
4,493
-4,202
ET icon
828
Energy Transfer Partners
ET
$65.6B
$320K 0.01%
16,604
-501
KMB icon
829
Kimberly-Clark
KMB
$33.2B
$320K 0.01%
3,312
-1,880
BBVA icon
830
Banco Bilbao Vizcaya Argentaria
BBVA
$125B
$319K 0.01%
14,720
-342
TSCO icon
831
Tractor Supply
TSCO
$15.7B
$319K 0.01%
7,037
+1,421
HIG icon
832
Hartford Financial Services
HIG
$35.2B
$318K 0.01%
2,354
+100
FXI icon
833
iShares China Large-Cap ETF
FXI
$5.43B
$318K 0.01%
8,846
+62
VIST icon
834
Vista Energy
VIST
$7.98B
$316K 0.01%
+4,192
DTH icon
835
WisdomTree International High Dividend Fund
DTH
$674M
$316K 0.01%
5,843
SNA icon
836
Snap-on
SNA
$19.9B
$316K 0.01%
+869
UL icon
837
Unilever
UL
$124B
$315K 0.01%
5,531
+1,221
AEM icon
838
Agnico Eagle Mines
AEM
$79.1B
$314K 0.01%
1,549
-78
IDEF
839
iShares Defense Industrials Active ETF
IDEF
$3.85B
$314K 0.01%
+9,595
JCPB icon
840
JPMorgan Core Plus Bond ETF
JCPB
$12.7B
$314K 0.01%
6,662
-10,447
CGDV icon
841
Capital Group Dividend Value ETF
CGDV
$34.7B
$312K 0.01%
7,344
-1,040
GABC icon
842
German American Bancorp
GABC
$1.69B
$312K 0.01%
7,471
+513
BWA icon
843
BorgWarner
BWA
$14.9B
$312K 0.01%
5,747
+131
SCMB icon
844
Schwab Municipal Bond ETF
SCMB
$3.87B
$311K 0.01%
+12,200
PFIX icon
845
Simplify Interest Rate Hedge ETF
PFIX
$228M
$311K 0.01%
6,719
-4,473
NDAQ icon
846
Nasdaq
NDAQ
$49.5B
$310K 0.01%
3,653
+258
SCHJ icon
847
Schwab 1-5 Year Corporate Bond ETF
SCHJ
$794M
$310K 0.01%
12,539
+1,371
PHM icon
848
Pultegroup
PHM
$23.3B
$305K 0.01%
2,596
+80
BIBL icon
849
Inspire 100 ETF
BIBL
$461M
$305K 0.01%
6,473
+6
KDP icon
850
Keurig Dr Pepper
KDP
$42.7B
$305K 0.01%
11,585
-1,890
32 33
34
35 36