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
426
$575K 0.01%
+10,824
427
$573K 0.01%
+20,203
428
$572K 0.01%
5,625
-101
429
$571K 0.01%
5,213
+473
430
$571K 0.01%
3,426
+34
431
$568K 0.01%
+6,927
432
$568K 0.01%
37,603
+15,660
433
$564K 0.01%
21,153
+1,580
434
$561K 0.01%
1,405
+375
435
$560K 0.01%
2,661
+311
436
$559K 0.01%
3,041
+152
437
$558K 0.01%
20,905
-546
438
$553K 0.01%
+7,472
439
$551K 0.01%
8,544
+877
440
$546K 0.01%
9,990
+485
441
$543K 0.01%
+14,291
442
$541K 0.01%
+5,932
443
$536K 0.01%
6,844
+2,288
444
$534K 0.01%
10,827
+677
445
$534K 0.01%
10,614
-124
446
$533K 0.01%
5,481
+1,664
447
$532K 0.01%
2,604
+180
448
$532K 0.01%
28,742
-2,631
449
$532K 0.01%
+8,135
450
$531K 0.01%
6,588
+2,004
16 17
18
19 20