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
576
$327K 0.01%
9,196
+712
577
$326K 0.01%
3,538
-21
578
$325K 0.01%
649
+9
579
$324K 0.01%
14,440
+4,226
580
$323K 0.01%
+6,764
581
$320K 0.01%
1,059
-70
582
$318K 0.01%
8,704
-227
583
$318K 0.01%
2,246
+439
584
$317K 0.01%
6,872
+145
585
$317K 0.01%
2,848
+240
586
$316K 0.01%
9,722
-506
587
$312K 0.01%
1,825
+16
588
$309K 0.01%
+4,507
589
$308K 0.01%
+6,164
590
$302K 0.01%
2,334
+214
591
$301K 0.01%
11,022
+283
592
$301K 0.01%
5,800
-14
593
$301K 0.01%
+366
594
$298K 0.01%
7,716
+1,292
595
$298K 0.01%
+7,714
596
$298K 0.01%
11,828
+16
597
$297K 0.01%
1,411
-7
598
$296K 0.01%
7,490
+303
599
$296K 0.01%
+3,370
600
$296K 0.01%
2,233
+123
22 23
24
25 26