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
626
$264K ﹤0.01%
+200
627
$262K ﹤0.01%
27,264
+4,403
628
$260K ﹤0.01%
2,248
-16
629
$259K ﹤0.01%
10,137
+809
630
$255K ﹤0.01%
14,535
-477
631
$253K ﹤0.01%
+694
632
$251K ﹤0.01%
4,628
-165
633
$251K ﹤0.01%
+1,109
634
$250K ﹤0.01%
+8,118
635
$250K ﹤0.01%
+1,595
636
$250K ﹤0.01%
3,305
+696
637
$249K ﹤0.01%
+2,975
638
$248K ﹤0.01%
693
+82
639
$247K ﹤0.01%
+6,558
640
$246K ﹤0.01%
+1,488
641
$245K ﹤0.01%
+3,687
642
$244K ﹤0.01%
+3,517
643
$244K ﹤0.01%
2,270
+317
644
$243K ﹤0.01%
+3,670
645
$237K ﹤0.01%
+9,992
646
$235K ﹤0.01%
16,507
-1,614
647
$234K ﹤0.01%
+6,708
648
$233K ﹤0.01%
+1,247
649
$231K ﹤0.01%
+667
650
$231K ﹤0.01%
+1,557
24 25
26
27 28