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
276
$673K 0.02%
3,695
+107
277
$671K 0.02%
9,213
+6,017
278
$659K 0.02%
20,856
+201
279
$659K 0.02%
4,606
+7
280
$646K 0.02%
11,097
-456
281
$645K 0.02%
5,396
282
$644K 0.02%
5,933
+536
283
$641K 0.02%
35,637
-378
284
$640K 0.02%
13,200
+600
285
$634K 0.02%
5,038
+209
286
$632K 0.02%
4,770
+43
287
$631K 0.02%
9,172
+469
288
$630K 0.02%
2,459
+39
289
$625K 0.02%
5,084
+233
290
$622K 0.02%
6,882
+3
291
$619K 0.02%
4,844
-298
292
$617K 0.02%
5,252
+498
293
$616K 0.02%
4,908
+1,117
294
$601K 0.02%
6,784
295
$585K 0.02%
2,803
+170
296
$575K 0.02%
1,353
+36
297
$573K 0.02%
886
+5
298
$572K 0.02%
20,915
+4,830
299
$572K 0.02%
9,851
300
$569K 0.02%
4,665
-4,500
10 11
12
13 14