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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
$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
101
$3.18M 0.15%
10,327
-169
102
$3.17M 0.15%
48,164
+11,460
103
$3.13M 0.14%
18,695
+6,863
104
$3.13M 0.14%
118,860
-5,329
105
$3.09M 0.14%
45,202
+10,748
106
$3.09M 0.14%
25,780
+4,850
107
$3.09M 0.14%
70,251
+16,532
108
$3.06M 0.14%
32,154
+9,040
109
$3.02M 0.14%
66,072
+57,527
110
$2.96M 0.14%
17,683
+14,888
111
$2.9M 0.13%
20,615
+6,861
112
$2.88M 0.13%
3,617
+308
113
$2.87M 0.13%
17,710
+617
114
$2.87M 0.13%
6,014
+909
115
$2.84M 0.13%
46,997
-1,552
116
$2.84M 0.13%
91,036
-750
117
$2.74M 0.13%
20,462
-843
118
$2.71M 0.12%
80,857
+16,330
119
$2.71M 0.12%
61,319
+9,893
120
$2.71M 0.12%
48,824
+22,138
121
$2.67M 0.12%
18,962
+415
122
$2.67M 0.12%
27,969
+1,901
123
$2.66M 0.12%
35,138
+28,328
124
$2.6M 0.12%
37,976
+1,948
125
$2.6M 0.12%
17,954
+4,301
3 4
5
6 7