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
76
$4.86M 0.22%
104,791
-52,761
77
$4.81M 0.22%
+12,698
78
$4.8M 0.22%
24,697
+8,370
79
$4.78M 0.22%
30,805
+5,331
80
$4.76M 0.22%
93,186
+23,039
81
$4.66M 0.21%
15,325
+1,580
82
$4.51M 0.21%
67,899
+4,637
83
$4.33M 0.2%
66,372
+18,150
84
$4.31M 0.2%
184,938
+50,058
85
$4.3M 0.2%
+57,263
86
$4.21M 0.19%
22,715
+501
87
$4.16M 0.19%
39,767
-59
88
$4.14M 0.19%
35,372
+852
89
$4.12M 0.19%
22,561
+6,936
90
$4.07M 0.19%
10,868
+5,494
91
$3.91M 0.18%
13,013
+4,051
92
$3.87M 0.18%
57,353
+4,008
93
$3.78M 0.17%
13,432
+1,800
94
$3.57M 0.16%
153,253
+75,777
95
$3.49M 0.16%
75,578
-2,321
96
$3.45M 0.16%
28,613
-2,231
97
$3.4M 0.16%
67,875
+12,201
98
$3.37M 0.15%
133,965
+68,229
99
$3.29M 0.15%
72,201
+12,878
100
$3.27M 0.15%
16,064
+2,869
2 3
4
5 6