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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
MUFG icon
876
Mitsubishi UFJ Financial
MUFG
$223B
$289K 0.01%
17,044
+5,851
QTUM icon
877
Defiance Quantum ETF
QTUM
$5.64B
$288K 0.01%
+2,688
FNOV icon
878
FT Vest US Equity Buffer ETF November
FNOV
$1.24B
$288K 0.01%
5,396
+1,105
GL icon
879
Globe Life
GL
$12.5B
$288K 0.01%
2,067
+115
JKS
880
JinkoSolar
JKS
$957M
$287K 0.01%
+11,310
VRSN icon
881
VeriSign
VRSN
$25.8B
$286K 0.01%
1,153
-732
IRM icon
882
Iron Mountain
IRM
$37.2B
$286K 0.01%
2,802
+59
SNOW icon
883
Snowflake
SNOW
$82B
$286K 0.01%
1,895
-405
TSN icon
884
Tyson Foods
TSN
$20B
$285K 0.01%
4,450
+902
FPE icon
885
First Trust Preferred Securities and Income ETF
FPE
$6.32B
$284K 0.01%
16,015
-419
FCOM icon
886
Fidelity MSCI Communication Services Index ETF
FCOM
$1.74B
$283K 0.01%
4,153
-323
YUM icon
887
Yum! Brands
YUM
$41.5B
$282K 0.01%
1,816
+284
APO icon
888
Apollo Global Management
APO
$76B
$282K 0.01%
2,533
+967
TD icon
889
Toronto Dominion Bank
TD
$189B
$282K 0.01%
3,022
+397
SPTM icon
890
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
$13.3B
$282K 0.01%
3,563
+1,041
DFEV icon
891
Dimensional Emerging Markets Value ETF
DFEV
$1.93B
$281K 0.01%
7,864
+1,783
MET icon
892
MetLife
MET
$54.9B
$281K 0.01%
3,975
-1,644
UJAN icon
893
Innovator US Equity Ultra Buffer ETF January
UJAN
$317M
$281K 0.01%
6,604
+828
XYZ
894
Block Inc
XYZ
$40.1B
$279K 0.01%
4,643
+1,059
WBD icon
895
Warner Bros
WBD
$66.8B
$279K 0.01%
+10,157
BR icon
896
Broadridge
BR
$17.3B
$279K 0.01%
1,715
-909
IPAC icon
897
iShares Core MSCI Pacific ETF
IPAC
$2.51B
$278K 0.01%
3,640
+284
BMO icon
898
Bank of Montreal
BMO
$116B
$278K 0.01%
2,055
+185
MAS icon
899
Masco
MAS
$14.5B
$276K 0.01%
4,578
+123
TSPA icon
900
T. Rowe Price US Equity Research ETF
TSPA
$3.43B
$276K 0.01%
6,754
34 35
36
37 38