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
276
$1.37M 0.03%
+57,522
277
$1.36M 0.03%
8,217
-593
278
$1.36M 0.03%
14,897
+376
279
$1.36M 0.03%
13,680
-2,102
280
$1.34M 0.03%
38,810
+5,376
281
$1.33M 0.02%
5,926
+30
282
$1.33M 0.02%
7,782
-89
283
$1.33M 0.02%
34,422
+534
284
$1.33M 0.02%
26,476
-8,417
285
$1.33M 0.02%
107,179
-47
286
$1.3M 0.02%
9,260
+9
287
$1.29M 0.02%
46,766
-5,109
288
$1.28M 0.02%
1,916
+14
289
$1.28M 0.02%
20,625
+19
290
$1.27M 0.02%
31,592
291
$1.27M 0.02%
48,232
+830
292
$1.26M 0.02%
2,597
+264
293
$1.24M 0.02%
16,475
+506
294
$1.24M 0.02%
9,417
+214
295
$1.24M 0.02%
19,409
296
$1.23M 0.02%
+53,748
297
$1.21M 0.02%
+50,871
298
$1.21M 0.02%
75,482
+226
299
$1.21M 0.02%
7,815
+690
300
$1.18M 0.02%
98,899
+349
10 11
12
13 14