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
401
$684K 0.01%
11,731
+5,688
402
$677K 0.01%
6,039
+42
403
$675K 0.01%
+6,762
404
$668K 0.01%
6,401
+1,552
405
$665K 0.01%
11,021
+2,457
406
$664K 0.01%
5,872
+430
407
$660K 0.01%
13,986
-1,839
408
$658K 0.01%
9,761
+108
409
$643K 0.01%
11,104
-1,024
410
$642K 0.01%
2,694
+1,361
411
$642K 0.01%
16,838
+6,453
412
$641K 0.01%
+11,657
413
$634K 0.01%
11,566
+1,964
414
$612K 0.01%
10,642
+5,319
415
$612K 0.01%
9,815
+1,709
416
$611K 0.01%
2,807
+309
417
$610K 0.01%
+9,134
418
$603K 0.01%
10,173
+476
419
$602K 0.01%
11,945
-1,283
420
$602K 0.01%
3,220
+551
421
$600K 0.01%
854
+124
422
$599K 0.01%
831
+178
423
$597K 0.01%
+28,333
424
$597K 0.01%
+12,000
425
$584K 0.01%
4,592
+68
15 16
17
18 19