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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
151
$2.09M 0.1%
2,990
-10
152
$2.05M 0.09%
35,661
+361
153
$2.03M 0.09%
7,413
-143
154
$2.02M 0.09%
25,218
+5,055
155
$2.02M 0.09%
28,443
+944
156
$2.01M 0.09%
3,269
+714
157
$1.99M 0.09%
25,350
-1,335
158
$1.98M 0.09%
54,556
+32,852
159
$1.98M 0.09%
8,026
+1,641
160
$1.97M 0.09%
+66,645
161
$1.93M 0.09%
16,882
-452
162
$1.91M 0.09%
37,055
-1,454
163
$1.89M 0.09%
70,389
+24,436
164
$1.89M 0.09%
1,619
+147
165
$1.88M 0.09%
7,836
+965
166
$1.86M 0.09%
7,836
+510
167
$1.84M 0.08%
7,612
+2,218
168
$1.84M 0.08%
25,076
+4,128
169
$1.84M 0.08%
+50,699
170
$1.83M 0.08%
42,865
+24,146
171
$1.83M 0.08%
36,020
+16,178
172
$1.81M 0.08%
+31,756
173
$1.81M 0.08%
32,445
+14,948
174
$1.8M 0.08%
5,104
+1,396
175
$1.78M 0.08%
18,867
+300
5 6
7
8 9