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
$6.39B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$98.6M
2
+$38.5M
3
+$37.9M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$36.6M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$5.8M
2
+$3.82M
3
+$3.59M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.54M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.39M

Sector Composition

1 Technology 4.84%
2 Healthcare 3.17%
3 Industrials 2.61%
4 Consumer Discretionary 2.5%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$2.08M 0.03%
60,964
+1,424
252
$2.07M 0.03%
4
253
$2.06M 0.03%
26,776
+356
254
$2.06M 0.03%
7,019
+713
255
$2.05M 0.03%
24,546
+2,896
256
$2.05M 0.03%
20,561
+13,158
257
$2.05M 0.03%
4,603
+403
258
$2.03M 0.03%
+63,851
259
$2.01M 0.03%
58,140
+8,309
260
$1.99M 0.03%
+26,826
261
$1.98M 0.03%
106,551
-465
262
$1.97M 0.03%
24,882
+4,365
263
$1.95M 0.03%
21,925
+1,886
264
$1.93M 0.03%
78,051
+4,027
265
$1.93M 0.03%
775
-15
266
$1.93M 0.03%
9,576
+360
267
$1.91M 0.03%
78,370
-29,344
268
$1.89M 0.03%
8,326
+604
269
$1.89M 0.03%
14,303
+6,086
270
$1.86M 0.03%
46,312
-295
271
$1.86M 0.03%
8,452
-816
272
$1.86M 0.03%
4,070
+86
273
$1.84M 0.03%
20,873
+630
274
$1.84M 0.03%
4,221
+3,048
275
$1.84M 0.03%
36,931
+499
9 10
11
12 13