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
$2.74B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$45.3M
3
+$20.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$19.1M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$16.1M

Top Sells

1
+$9.18M
2
+$2.13M
3
+$1.85M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.68M
5
AMGN icon
Amgen
AMGN
+$1.66M

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 3.09%
3 Financials 3.08%
4 Healthcare 3.01%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$939K 0.03%
3,470
-3
227
$935K 0.03%
5,693
-150
228
$933K 0.03%
9,839
+167
229
$928K 0.03%
2,455
+33
230
$897K 0.03%
51,383
231
$889K 0.03%
13,854
+1,200
232
$865K 0.03%
2,941
+6
233
$863K 0.03%
2,396
+76
234
$856K 0.03%
27,539
-940
235
$849K 0.03%
+16,940
236
$842K 0.03%
7,440
+365
237
$836K 0.03%
11,998
-87
238
$832K 0.03%
2,137
-107
239
$830K 0.03%
11,811
+188
240
$823K 0.03%
2
241
$819K 0.03%
13,113
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242
$815K 0.03%
7,370
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243
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7,043
+33
244
$802K 0.03%
4,100
+181
245
$800K 0.03%
10,223
+1,792
246
$793K 0.03%
7,543
-394
247
$783K 0.03%
31,212
-369
248
$782K 0.03%
4,288
249
$777K 0.03%
3,461
+663
250
$776K 0.03%
4,587
+7
8 9
10
11 12