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
676
$209K ﹤0.01%
4,336
-914
677
$209K ﹤0.01%
+686
678
$208K ﹤0.01%
+2,906
679
$208K ﹤0.01%
1,420
-133
680
$208K ﹤0.01%
+3,978
681
$207K ﹤0.01%
+369
682
$206K ﹤0.01%
3,034
-146
683
$205K ﹤0.01%
+578
684
$204K ﹤0.01%
+1,924
685
$202K ﹤0.01%
+871
686
$202K ﹤0.01%
+4,176
687
$201K ﹤0.01%
+3,679
688
$197K ﹤0.01%
+10,707
689
$191K ﹤0.01%
10,920
+421
690
$182K ﹤0.01%
10,142
+97
691
$176K ﹤0.01%
+2,000
692
$174K ﹤0.01%
+10,100
693
$164K ﹤0.01%
14,418
+15
694
$163K ﹤0.01%
+6,614
695
$160K ﹤0.01%
11,400
+450
696
$139K ﹤0.01%
21,606
+160
697
$130K ﹤0.01%
10,395
-863
698
$124K ﹤0.01%
+10,497
699
$119K ﹤0.01%
+10,243
700
$112K ﹤0.01%
16,982
-875
26 27
28
29 30