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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
QUAL icon
101
iShares MSCI USA Quality Factor ETF
QUAL
$45.6B
$6.27M 0.17%
32,705
+5,324
VZ icon
102
Verizon
VZ
$190B
$6.26M 0.17%
124,634
+12,778
VV icon
103
Vanguard Large-Cap ETF
VV
$51.9B
$6.18M 0.17%
20,667
+9,597
IJR icon
104
iShares Core S&P Small-Cap ETF
IJR
$104B
$6.17M 0.17%
49,619
-747
XT icon
105
iShares Future Exponential Technologies ETF
XT
$3.88B
$6.1M 0.16%
89,543
-2,379
BIL icon
106
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.7B
$6.09M 0.16%
66,407
+3,911
IEMG icon
107
iShares Core MSCI Emerging Markets ETF
IEMG
$155B
$6.01M 0.16%
86,228
-3,916
BNDX icon
108
Vanguard Total International Bond ETF
BNDX
$81.5B
$5.9M 0.16%
122,817
+83,992
DFAI icon
109
Dimensional International Core Equity Market ETF
DFAI
$16.2B
$5.84M 0.16%
149,901
+82,029
NFLX icon
110
Netflix
NFLX
$348B
$5.74M 0.15%
59,694
+23,735
HYMB icon
111
State Street SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
$2.96B
$5.61M 0.15%
226,270
+120,852
SCHB icon
112
Schwab US Broad Market ETF
SCHB
$42.4B
$5.59M 0.15%
222,657
-4,753
PM icon
113
Philip Morris
PM
$274B
$5.49M 0.15%
33,226
+6,714
GE icon
114
GE Aerospace
GE
$336B
$5.44M 0.15%
19,157
+4,347
CSCO icon
115
Cisco
CSCO
$489B
$5.41M 0.15%
69,753
+16,965
LMUB
116
iShares Long-Term National Muni Bond ETF
LMUB
$1.62B
$5.34M 0.14%
+106,898
AVEM icon
117
Avantis Emerging Markets Equity ETF
AVEM
$25.1B
$5.31M 0.14%
65,869
+7,639
TJX icon
118
TJX Companies
TJX
$176B
$5.26M 0.14%
32,930
+4,172
TFI icon
119
State Street SPDR Nuveen ICE Municipal Bond ETF
TFI
$3.1B
$5.17M 0.14%
113,974
+47,048
IWF icon
120
iShares Russell 1000 Growth ETF
IWF
$127B
$5.1M 0.14%
47,860
+10,944
DBEF icon
121
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.73B
$5.02M 0.13%
101,659
-303,897
AMD icon
122
Advanced Micro Devices
AMD
$800B
$4.97M 0.13%
24,415
+8,101
JMST icon
123
JPMorgan Ultra-Short Municipal Income ETF
JMST
$6.45B
$4.87M 0.13%
95,559
+2,599
IVOO icon
124
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.59B
$4.8M 0.13%
41,979
+102
BIV icon
125
Vanguard Intermediate-Term Bond ETF
BIV
$28.5B
$4.79M 0.13%
62,043
+34,035
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5
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