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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
AFRM icon
1026
Affirm
AFRM
$22.8B
$210K 0.01%
4,575
+1,480
NWG icon
1027
NatWest
NWG
$64.7B
$210K 0.01%
14,065
+3,834
GBUG
1028
Sprott Active Gold & Silver Miners ETF
GBUG
$147M
$209K 0.01%
+4,610
SCYB icon
1029
Schwab High Yield Bond ETF
SCYB
$2.58B
$209K 0.01%
+8,057
JXN icon
1030
Jackson Financial
JXN
$7.6B
$209K 0.01%
+1,980
ATO icon
1031
Atmos Energy
ATO
$28B
$209K 0.01%
+1,131
GRNJ
1032
Fundstrat Granny Shots US Small & Mid-Cap ETF
GRNJ
$490M
$208K 0.01%
+8,335
XBIL icon
1033
US Treasury 6 Month Bill ETF
XBIL
$744M
$208K 0.01%
+4,166
ARKW icon
1034
ARK Web x.0 ETF
ARKW
$1.7B
$208K 0.01%
1,726
+169
FERG icon
1035
Ferguson
FERG
$44.9B
$208K 0.01%
892
-316
BALT icon
1036
Innovator Defined Wealth Shield ETF
BALT
$2.47B
$208K 0.01%
+6,209
MAA icon
1037
Mid-America Apartment Communities
MAA
$16.1B
$207K 0.01%
1,692
+123
WCN
1038
Waste Connections
WCN
$39.3B
$206K 0.01%
1,271
-1,280
RTO icon
1039
Rentokil
RTO
$15.1B
$206K 0.01%
+6,544
ICOW icon
1040
Pacer Developed Markets International Cash Cows 100 ETF
ICOW
$1.79B
$206K 0.01%
+4,843
NDMO icon
1041
Nuveen Dynamic Municipal Opportunities Fund
NDMO
$617M
$205K 0.01%
19,962
AER icon
1042
AerCap
AER
$21.9B
$205K 0.01%
1,493
-554
VTRS icon
1043
Viatris
VTRS
$18.8B
$205K 0.01%
15,152
+1,496
THG icon
1044
Hanover Insurance
THG
$6.74B
$204K 0.01%
1,178
+24
DXCM icon
1045
DexCom
DXCM
$30.1B
$203K 0.01%
+3,233
NVG icon
1046
Nuveen AMT-Free Municipal Credit Income Fund
NVG
$2.68B
$203K 0.01%
16,461
-1,152
ODFL icon
1047
Old Dominion Freight Line
ODFL
$52.1B
$203K 0.01%
+1,037
EQNR icon
1048
Equinor
EQNR
$91.2B
$201K 0.01%
+4,774
PRF icon
1049
Invesco FTSE RAFI US 1000 ETF
PRF
$9.6B
$201K 0.01%
4,230
-92
ETHA
1050
iShares Ethereum Trust ETF
ETHA
$4.73B
$200K 0.01%
+12,647
40 41
42
43 44