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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
176
$1.78M 0.08%
22,753
-512
177
$1.77M 0.08%
31,117
+2,806
178
$1.76M 0.08%
56,078
+8,767
179
$1.76M 0.08%
3,700
+1,972
180
$1.72M 0.08%
6,853
+1,644
181
$1.71M 0.08%
36,913
+4,495
182
$1.71M 0.08%
25,297
+3,398
183
$1.7M 0.08%
17,382
+4,518
184
$1.7M 0.08%
7,859
+89
185
$1.69M 0.08%
6,842
+1,706
186
$1.69M 0.08%
5,075
+829
187
$1.68M 0.08%
+20,292
188
$1.68M 0.08%
7,619
+791
189
$1.68M 0.08%
27,919
+6,562
190
$1.66M 0.08%
26,114
+6,374
191
$1.65M 0.08%
4,766
-2,446
192
$1.64M 0.08%
19,553
+2,404
193
$1.64M 0.08%
13,214
+4,613
194
$1.62M 0.07%
22,115
+2,332
195
$1.62M 0.07%
4,921
+63
196
$1.61M 0.07%
4,393
+582
197
$1.6M 0.07%
40,384
+1,121
198
$1.6M 0.07%
14,347
+4,207
199
$1.58M 0.07%
18,775
+1,788
200
$1.58M 0.07%
462,280
+55,600
6 7
8
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