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
476
$459K 0.01%
+17,735
477
$458K 0.01%
12,704
+1,668
478
$455K 0.01%
27,739
+1,831
479
$453K 0.01%
1,173
+183
480
$452K 0.01%
5,124
+226
481
$449K 0.01%
10,127
+2,573
482
$449K 0.01%
+16,920
483
$447K 0.01%
2,295
-19
484
$446K 0.01%
27,969
+2,735
485
$443K 0.01%
2,280
-552
486
$439K 0.01%
18,491
+4,148
487
$439K 0.01%
+2,250
488
$438K 0.01%
13,626
+1,834
489
$436K 0.01%
1,426
+184
490
$436K 0.01%
1,407
+32
491
$434K 0.01%
3,344
+122
492
$433K 0.01%
12,638
+634
493
$433K 0.01%
3,777
+248
494
$433K 0.01%
11,016
+346
495
$432K 0.01%
+5,264
496
$430K 0.01%
+6,500
497
$430K 0.01%
5,536
+5
498
$429K 0.01%
5,863
+583
499
$429K 0.01%
8,733
+1,763
500
$423K 0.01%
14,312
-1,432
18 19
20
21 22