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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
201
$1.57M 0.07%
4,469
+101
202
$1.56M 0.07%
9,803
-2,792
203
$1.53M 0.07%
16,061
+1,473
204
$1.52M 0.07%
7,664
-1,164
205
$1.46M 0.07%
14,689
+158
206
$1.44M 0.07%
8,111
+4,265
207
$1.42M 0.07%
14,008
+1,577
208
$1.42M 0.07%
16,940
+8,855
209
$1.42M 0.07%
7,730
+1,528
210
$1.41M 0.07%
31,764
-341
211
$1.4M 0.06%
14,337
+2,945
212
$1.4M 0.06%
7,232
+995
213
$1.39M 0.06%
18,718
+11,266
214
$1.39M 0.06%
15,601
-813
215
$1.38M 0.06%
67,432
-23,868
216
$1.37M 0.06%
55,098
+22,789
217
$1.37M 0.06%
20,404
+2,351
218
$1.36M 0.06%
2,975
-127
219
$1.36M 0.06%
87,232
-6,649
220
$1.35M 0.06%
9,275
-494
221
$1.35M 0.06%
1,779
+361
222
$1.33M 0.06%
3,950
+504
223
$1.32M 0.06%
53,950
+2,243
224
$1.31M 0.06%
5,526
+3,315
225
$1.3M 0.06%
18,208
+3,415
7 8
9
10 11