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
526
$389K 0.01%
+9,490
527
$389K 0.01%
254
+20
528
$387K 0.01%
8,225
+205
529
$386K 0.01%
+9,150
530
$386K 0.01%
566
+89
531
$384K 0.01%
4,850
+975
532
$382K 0.01%
2,412
+513
533
$382K 0.01%
2,425
-316
534
$381K 0.01%
3,186
+59
535
$378K 0.01%
3,704
+811
536
$376K 0.01%
1,675
+172
537
$375K 0.01%
+5,276
538
$374K 0.01%
+1,782
539
$367K 0.01%
23,617
+12
540
$367K 0.01%
1,165
+244
541
$367K 0.01%
2,194
-327
542
$367K 0.01%
+7,577
543
$366K 0.01%
3,951
-371
544
$365K 0.01%
+3,471
545
$364K 0.01%
2,371
+258
546
$363K 0.01%
916
+89
547
$362K 0.01%
+15,489
548
$361K 0.01%
1,734
+368
549
$360K 0.01%
3,689
+209
550
$360K 0.01%
2,477
+121
20 21
22
23 24