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
$3.3B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$83.8M
3
+$54.4M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$34.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M

Top Sells

1
+$7.57M
2
+$6.37M
3
+$4.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.33M

Sector Composition

1 Technology 3.64%
2 Healthcare 2.92%
3 Industrials 2.75%
4 Financials 2.36%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$767K 0.02%
2,582
-132
277
$759K 0.02%
11,991
278
$755K 0.02%
6,490
+269
279
$753K 0.02%
4,379
+1,230
280
$752K 0.02%
22,375
-277
281
$743K 0.02%
23,704
+378
282
$734K 0.02%
29,394
+756
283
$728K 0.02%
24,552
-669
284
$726K 0.02%
1,883
+173
285
$725K 0.02%
12,375
+4,514
286
$721K 0.02%
11,147
+1,090
287
$715K 0.02%
16,947
-2,321
288
$710K 0.02%
5,116
+71
289
$705K 0.02%
3,642
+287
290
$691K 0.02%
12,064
-209
291
$690K 0.02%
14,615
+1,130
292
$689K 0.02%
10,809
-1
293
$689K 0.02%
11,243
-10,903
294
$677K 0.02%
2,008
+236
295
$675K 0.02%
7,972
+341
296
$675K 0.02%
24,511
-1,396
297
$674K 0.02%
3,384
+117
298
$672K 0.02%
12,415
+463
299
$672K 0.02%
13,344
-415
300
$664K 0.02%
1,462
+56
10 11
12
13 14