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
551
$358K 0.01%
1,001
+4
552
$357K 0.01%
14,650
553
$356K 0.01%
13,595
+1,028
554
$353K 0.01%
21,378
+2,562
555
$351K 0.01%
12,147
+295
556
$350K 0.01%
+4,249
557
$349K 0.01%
4,136
+987
558
$343K 0.01%
+17,790
559
$341K 0.01%
5,669
+561
560
$341K 0.01%
6,030
+210
561
$339K 0.01%
6,909
+951
562
$339K 0.01%
265
+8
563
$338K 0.01%
+1,318
564
$338K 0.01%
2,579
+86
565
$334K 0.01%
5,758
+582
566
$333K 0.01%
17,927
-489
567
$332K 0.01%
4,006
+750
568
$331K 0.01%
1,845
-13
569
$330K 0.01%
+8,490
570
$330K 0.01%
2,745
+201
571
$330K 0.01%
1,842
+58
572
$329K 0.01%
6,626
+257
573
$329K 0.01%
1,183
+152
574
$329K 0.01%
1,608
-305
575
$328K 0.01%
2,798
+6
21 22
23
24 25