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
$1.87B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.78M
3
+$8.89M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.85M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.08M

Top Sells

1
+$7.2M
2
+$5.13M
3
+$4.61M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$2.41M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.09M

Sector Composition

1 Technology 5.25%
2 Consumer Discretionary 4.43%
3 Industrials 3.91%
4 Healthcare 3.89%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$509K 0.03%
4,997
+1
277
$507K 0.03%
6,784
-440
278
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4,049
-183
279
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280
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7,851
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281
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8,164
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282
$498K 0.03%
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283
$493K 0.03%
9,637
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284
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4,142
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285
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6,161
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286
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1,465
287
$478K 0.03%
9,018
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288
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7,950
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289
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290
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291
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293
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294
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2,338
295
$465K 0.02%
5,489
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296
$462K 0.02%
7,225
-13
297
$460K 0.02%
4,845
-14
298
$456K 0.02%
6,966
+906
299
$456K 0.02%
11,001
+20
300
$455K 0.02%
1,290
+14
10 11
12
13 14