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
501
$422K 0.01%
10,328
+666
502
$421K 0.01%
+8,197
503
$420K 0.01%
13,540
+5,170
504
$420K 0.01%
3,181
-3
505
$417K 0.01%
6,381
+198
506
$413K 0.01%
+16,849
507
$413K 0.01%
9,082
+4,124
508
$412K 0.01%
+350
509
$410K 0.01%
+752
510
$409K 0.01%
5,224
+210
511
$408K 0.01%
5,394
+594
512
$407K 0.01%
+9,593
513
$406K 0.01%
11,066
+3,068
514
$405K 0.01%
3,591
+553
515
$405K 0.01%
7,510
+570
516
$402K 0.01%
+15,745
517
$402K 0.01%
4,328
+139
518
$401K 0.01%
14,397
-175
519
$400K 0.01%
861
+182
520
$399K 0.01%
1,620
+533
521
$399K 0.01%
12,710
+885
522
$398K 0.01%
7,589
+1,930
523
$397K 0.01%
+340
524
$395K 0.01%
9,148
+2,474
525
$391K 0.01%
7,156
+591
19 20
21
22 23