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
176
$3.26M 0.06%
22,571
+12,149
177
$3.26M 0.06%
169,441
+43,276
178
$3.2M 0.06%
24,407
+3,817
179
$3.1M 0.06%
78,022
+55,437
180
$2.99M 0.06%
9,474
-79
181
$2.9M 0.05%
15,832
+2,143
182
$2.88M 0.05%
+117,278
183
$2.86M 0.05%
34,430
+7,839
184
$2.85M 0.05%
41,156
-2,824
185
$2.81M 0.05%
14,726
+481
186
$2.8M 0.05%
74,823
+12,503
187
$2.79M 0.05%
1,053
+40
188
$2.74M 0.05%
30,360
-8,959
189
$2.67M 0.05%
29,517
+5,853
190
$2.67M 0.05%
84,804
+13,568
191
$2.64M 0.05%
107,714
-24,418
192
$2.63M 0.05%
107,712
+64,488
193
$2.48M 0.05%
20,224
+7,662
194
$2.48M 0.05%
445
+80
195
$2.39M 0.04%
24,066
+2,419
196
$2.37M 0.04%
89,080
-5,002
197
$2.33M 0.04%
36,280
+13,310
198
$2.3M 0.04%
25,299
+19,830
199
$2.23M 0.04%
30,023
+6,887
200
$2.19M 0.04%
26,420
+1,203
6 7
8
9 10