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
376
$783K 0.01%
11,581
-213
377
$778K 0.01%
9,780
+550
378
$777K 0.01%
7,865
+393
379
$767K 0.01%
6,694
+1,434
380
$763K 0.01%
5,693
-390
381
$757K 0.01%
2,129
-1,005
382
$756K 0.01%
+13,169
383
$753K 0.01%
2,948
+459
384
$751K 0.01%
4,514
+612
385
$749K 0.01%
+31,669
386
$746K 0.01%
17,538
+61
387
$746K 0.01%
+21,132
388
$741K 0.01%
8,958
-1,051
389
$738K 0.01%
10,279
+1,819
390
$735K 0.01%
16,027
+1,342
391
$735K 0.01%
7,403
+5,357
392
$730K 0.01%
1,893
+534
393
$729K 0.01%
+27,383
394
$722K 0.01%
29,369
+20,028
395
$716K 0.01%
+35,325
396
$709K 0.01%
11,733
-1,421
397
$705K 0.01%
+16,800
398
$700K 0.01%
4,202
+167
399
$695K 0.01%
22,031
-1,185
400
$686K 0.01%
29,079
+8,901
14 15
16
17 18