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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
126
$2.59M 0.12%
15,142
+2,849
127
$2.53M 0.12%
3,711
+305
128
$2.53M 0.12%
11,385
-711
129
$2.45M 0.11%
57,881
+39,007
130
$2.45M 0.11%
36,881
+408
131
$2.44M 0.11%
86,522
-4,966
132
$2.39M 0.11%
4,790
+120
133
$2.38M 0.11%
29,749
+221
134
$2.37M 0.11%
20,665
+247
135
$2.32M 0.11%
28,780
-1,740
136
$2.25M 0.1%
80,492
+9,641
137
$2.23M 0.1%
13,806
+2,106
138
$2.22M 0.1%
51,850
+15,314
139
$2.22M 0.1%
13,326
+4,032
140
$2.22M 0.1%
23,297
+15,420
141
$2.17M 0.1%
43,782
+25,142
142
$2.15M 0.1%
7,603
-38,347
143
$2.14M 0.1%
6,268
+4,096
144
$2.14M 0.1%
7,651
+2,529
145
$2.13M 0.1%
47,277
+867
146
$2.13M 0.1%
71,682
+332
147
$2.13M 0.1%
15,746
+932
148
$2.11M 0.1%
27,061
-719
149
$2.1M 0.1%
31,822
+13,330
150
$2.1M 0.1%
23,441
-1,760
4 5
6
7 8