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
351
$898K 0.02%
18,191
+317
352
$883K 0.02%
+38,859
353
$881K 0.02%
11,063
+582
354
$880K 0.02%
19,975
-288
355
$878K 0.02%
7,439
+215
356
$874K 0.02%
2,600
+115
357
$873K 0.02%
14,477
+899
358
$857K 0.02%
8,955
+1,678
359
$851K 0.02%
9,356
+473
360
$844K 0.02%
1,226
-140
361
$844K 0.02%
13,522
-624
362
$843K 0.02%
10,186
-175
363
$838K 0.02%
+7,338
364
$832K 0.02%
21,918
-774
365
$824K 0.02%
7,993
-940
366
$822K 0.02%
+11,591
367
$820K 0.02%
222,295
-5,217
368
$809K 0.02%
25,557
-224
369
$804K 0.02%
+44,625
370
$802K 0.01%
6,427
+732
371
$800K 0.01%
9,184
+1,273
372
$790K 0.01%
4,080
+1,382
373
$789K 0.01%
23,139
+10,599
374
$789K 0.01%
+12,947
375
$788K 0.01%
7,165
+3,631
13 14
15
16 17