SC

Savant Capital Portfolio holdings

AUM $18.9B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.37B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
738
New
Increased
Reduced
Closed

Top Buys

1
+$108M
2
+$64.4M
3
+$58.9M
4
AVEM icon
Avantis Emerging Markets Equity ETF
AVEM
+$29.3M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$25.9M

Top Sells

1
+$16.8M
2
+$4.65M
3
+$3.39M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.29M
5
SCHA icon
Schwab U.S Small- Cap ETF
SCHA
+$1.98M

Sector Composition

1 Technology 3.85%
2 Healthcare 2.69%
3 Industrials 2.54%
4 Consumer Discretionary 2.37%
5 Financials 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.84M 0.03%
+74,024
227
$1.84M 0.03%
3,984
-291
228
$1.84M 0.03%
21,489
+4,952
229
$1.83M 0.03%
8,091
+73
230
$1.82M 0.03%
7,961
+820
231
$1.81M 0.03%
43,899
-1,500
232
$1.8M 0.03%
6,306
+230
233
$1.79M 0.03%
161,414
+1,047
234
$1.78M 0.03%
59,540
+1,644
235
$1.77M 0.03%
67,224
+42,563
236
$1.76M 0.03%
110,339
+14,458
237
$1.75M 0.03%
5,276
+3,770
238
$1.74M 0.03%
41,469
+5,997
239
$1.73M 0.03%
24,542
+80
240
$1.73M 0.03%
8,929
+2,585
241
$1.71M 0.03%
107,016
+484
242
$1.7M 0.03%
13,828
+4,933
243
$1.7M 0.03%
49,831
+12,366
244
$1.69M 0.03%
20,039
+320
245
$1.69M 0.03%
70,066
+26,529
246
$1.68M 0.03%
13,140
+2,012
247
$1.67M 0.03%
37,459
+3,396
248
$1.67M 0.03%
46,276
-1,223
249
$1.67M 0.03%
36,432
-1,065
250
$1.65M 0.03%
12,377
+7,684
8 9
10
11 12