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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
QXO
1001
QXO Inc
QXO
$11.8B
$219K 0.01%
+11,299
REGL icon
1002
ProShares S&P MidCap 400 Dividend Aristocrats ETF
REGL
$1.69B
$219K 0.01%
2,529
-849
MANH icon
1003
Manhattan Associates
MANH
$8.69B
$218K 0.01%
+1,641
EVRG icon
1004
Evergy
EVRG
$19B
$218K 0.01%
+2,664
RWL icon
1005
Invesco S&P 500 Revenue ETF
RWL
$9.08B
$218K 0.01%
+1,898
SAP icon
1006
SAP
SAP
$210B
$217K 0.01%
1,266
+154
PNFP icon
1007
Pinnacle Financial Partners Inc
PNFP
$14.4B
$216K 0.01%
+2,511
HYS icon
1008
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
$1.66B
$216K 0.01%
+2,319
TM icon
1009
Toyota
TM
$231B
$216K 0.01%
1,047
+24
VMC icon
1010
Vulcan Materials
VMC
$35.7B
$216K 0.01%
+792
RISR icon
1011
FolioBeyond Alternative Income and Interest Rate Hedge ETF
RISR
$253M
$215K 0.01%
+5,938
HBM icon
1012
Hudbay
HBM
$10.1B
$214K 0.01%
10,243
+50
JFR icon
1013
Nuveen Floating Rate Income Fund
JFR
$1.23B
$214K 0.01%
28,452
-14,251
SMMD icon
1014
iShares Russell 2500 ETF
SMMD
$3.39B
$214K 0.01%
+2,799
LITE icon
1015
Lumentum
LITE
$64.8B
$214K 0.01%
+304
QMAG
1016
FT Vest Nasdaq-100 Moderate Buffer ETF - August
QMAG
$60.3M
$214K 0.01%
9,227
-668
LEN icon
1017
Lennar Class A
LEN
$23B
$213K 0.01%
+2,451
SU icon
1018
Suncor Energy
SU
$72.7B
$212K 0.01%
+3,213
HEDJ icon
1019
WisdomTree Europe Hedged Equity Fund
HEDJ
$1.84B
$212K 0.01%
+4,059
SNPS icon
1020
Synopsys
SNPS
$89.4B
$211K 0.01%
+533
CNQ icon
1021
Canadian Natural Resources
CNQ
$94.2B
$211K 0.01%
+4,335
UMAY icon
1022
Innovator US Equity Ultra Buffer ETF May
UMAY
$143M
$211K 0.01%
+5,726
JPST icon
1023
JPMorgan Ultra-Short Income ETF
JPST
$38.7B
$210K 0.01%
4,154
-495
CCJ icon
1024
Cameco
CCJ
$44.7B
$210K 0.01%
+1,934
BLD icon
1025
TopBuild
BLD
$11.5B
$210K 0.01%
597
-167
39 40
41
42 43