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
326
$969K 0.02%
20,676
+1,505
327
$969K 0.02%
6,054
-1,570
328
$965K 0.02%
3,381
+121
329
$959K 0.02%
4,203
-99
330
$957K 0.02%
3,571
+4
331
$957K 0.02%
2,776
+741
332
$956K 0.02%
8,843
-40
333
$951K 0.02%
3,842
+126
334
$950K 0.02%
14,288
+14
335
$949K 0.02%
4,958
+38
336
$948K 0.02%
3,968
+9
337
$937K 0.02%
12,339
+2,660
338
$930K 0.02%
18,367
-564
339
$928K 0.02%
+6,329
340
$924K 0.02%
9,116
+2,491
341
$921K 0.02%
13,221
+237
342
$921K 0.02%
8,965
+132
343
$920K 0.02%
9,037
+2,034
344
$919K 0.02%
+9,503
345
$917K 0.02%
12,333
+607
346
$914K 0.02%
16,519
-1,188
347
$911K 0.02%
10,262
+7,560
348
$901K 0.02%
+16,501
349
$901K 0.02%
18,480
350
$899K 0.02%
6,209
+1,674
12 13
14
15 16