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
451
$531K 0.01%
+5,402
452
$529K 0.01%
5,744
+3,342
453
$525K 0.01%
2,661
+551
454
$517K 0.01%
5,380
+444
455
$517K 0.01%
+14,448
456
$514K 0.01%
5,948
+295
457
$512K 0.01%
3,699
+27
458
$511K 0.01%
2,603
+764
459
$510K 0.01%
+3,948
460
$503K 0.01%
1,907
+396
461
$503K 0.01%
7,952
-373
462
$499K 0.01%
12,168
-1,016
463
$498K 0.01%
6,077
+141
464
$498K 0.01%
+25,991
465
$496K 0.01%
6,339
+582
466
$492K 0.01%
8,805
+1,081
467
$490K 0.01%
5,194
+349
468
$489K 0.01%
13,098
+5,527
469
$480K 0.01%
9,050
+1,500
470
$479K 0.01%
11,713
+1,279
471
$476K 0.01%
139,876
+1,000
472
$472K 0.01%
6,826
+17
473
$464K 0.01%
3,456
+42
474
$464K 0.01%
2,352
+219
475
$461K 0.01%
+7,608
17 18
19
20 21