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
276
$1.81M 0.03%
44,958
-1,356
277
$1.79M 0.03%
2,276
+1,050
278
$1.78M 0.03%
77,188
-2,584
279
$1.78M 0.03%
5,839
+2,458
280
$1.77M 0.03%
161,641
+227
281
$1.77M 0.03%
43,343
+1,874
282
$1.76M 0.03%
8,022
+3,064
283
$1.74M 0.03%
12,624
+1,119
284
$1.74M 0.03%
106,664
-515
285
$1.72M 0.03%
18,489
+15,119
286
$1.71M 0.03%
70,335
+269
287
$1.7M 0.03%
51,498
+5,222
288
$1.69M 0.03%
67,494
+4,980
289
$1.68M 0.03%
21,908
+419
290
$1.67M 0.03%
19,730
+12,886
291
$1.67M 0.03%
24,719
+177
292
$1.66M 0.03%
20,518
+5,916
293
$1.66M 0.03%
8,806
+5,380
294
$1.66M 0.03%
41,376
+30,360
295
$1.64M 0.03%
152,164
+625
296
$1.62M 0.03%
66,593
+4,935
297
$1.61M 0.03%
15,989
+4,759
298
$1.61M 0.03%
4,220
+2,091
299
$1.58M 0.02%
9,606
+1,791
300
$1.55M 0.02%
13,059
-81
10 11
12
13 14