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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
IEI icon
176
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$3.25M 0.09%
27,380
+563
WFC icon
177
Wells Fargo
WFC
$249B
$3.23M 0.09%
40,620
+11,926
TSM icon
178
TSMC
TSM
$2.2T
$3.23M 0.09%
9,554
+1,733
LQDH icon
179
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
$517M
$3.22M 0.09%
34,842
+3,387
SHYG icon
180
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.54B
$3.19M 0.09%
75,370
+54,993
AMAT icon
181
Applied Materials
AMAT
$396B
$3.18M 0.09%
9,304
+3,321
APH icon
182
Amphenol
APH
$185B
$3.13M 0.08%
24,800
+7,096
DFAE icon
183
Dimensional Emerging Core Equity Market ETF
DFAE
$9.28B
$3.13M 0.08%
92,520
+39,639
SCHP icon
184
Schwab US TIPS ETF
SCHP
$15.6B
$3.12M 0.08%
117,355
-6,406
LOW icon
185
Lowe's Companies
LOW
$120B
$3.08M 0.08%
13,029
+659
URNM icon
186
Sprott Uranium Miners ETF
URNM
$1.97B
$3.05M 0.08%
48,321
+1,108
SPDW icon
187
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.7B
$3.05M 0.08%
66,780
+262
DIVO icon
188
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.1B
$3.04M 0.08%
67,796
+12,856
FNDX icon
189
Schwab Fundamental US Large Company Index ETF
FNDX
$25.4B
$3.03M 0.08%
108,898
+1,054
SDY icon
190
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$2.94M 0.08%
20,166
+1,165
IMTM icon
191
iShares MSCI Intl Momentum Factor ETF
IMTM
$4.02B
$2.93M 0.08%
60,981
-2,884
FDVV icon
192
Fidelity High Dividend ETF
FDVV
$9.64B
$2.92M 0.08%
52,922
+2,440
GD icon
193
General Dynamics
GD
$93B
$2.92M 0.08%
8,506
+1,357
SYLD icon
194
Cambria Shareholder Yield ETF
SYLD
$924M
$2.88M 0.08%
+38,197
LVHI icon
195
Franklin International Low Volatility High Dividend Index ETF
LVHI
$4.92B
$2.88M 0.08%
71,047
+212
MS icon
196
Morgan Stanley
MS
$329B
$2.88M 0.08%
17,487
+3,722
AVDV icon
197
Avantis International Small Cap Value ETF
AVDV
$19B
$2.84M 0.08%
28,463
+5,343
VIG icon
198
Vanguard Dividend Appreciation ETF
VIG
$108B
$2.84M 0.08%
13,192
+534
ORCL icon
199
Oracle
ORCL
$599B
$2.83M 0.08%
19,251
+3,070
HEFA icon
200
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.07B
$2.82M 0.08%
66,436
+5,410
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