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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
1
$141M 6.47%
229,708
+51,454
2
$133M 6.11%
712,051
+3,869
3
$82.9M 3.81%
1,774,562
+644,791
4
$67.2M 3.09%
100,441
+21,869
5
$54.4M 2.5%
213,658
+17,910
6
$52.2M 2.4%
1,637,120
+428,891
7
$52M 2.39%
826,496
+215,917
8
$47.1M 2.16%
469,663
+158,021
9
$46.8M 2.15%
90,287
+3,458
10
$45.8M 2.1%
2,043,397
-10,572
11
$34.4M 1.58%
184,533
+56,466
12
$30.9M 1.42%
391,994
+349,191
13
$29.5M 1.35%
830,624
+158,491
14
$27M 1.24%
451,399
+302,156
15
$24.1M 1.11%
94,045
+64,004
16
$24.1M 1.11%
109,644
+8,805
17
$23.7M 1.09%
615,158
+557,323
18
$21.2M 0.97%
198,963
+82,797
19
$20.8M 0.96%
147,820
+24,570
20
$17.9M 0.82%
26,816
+1,477
21
$17.7M 0.81%
479,613
-5,847
22
$17.2M 0.79%
70,843
+2,456
23
$16.7M 0.77%
161,879
+56,128
24
$16.4M 0.75%
175,208
+171,840
25
$15.9M 0.73%
26,459
+2,112
1
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