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
$1.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$10.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.45M

Top Sells

1
+$5.14M
2
+$5.08M
3
+$3.13M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.95M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.79M

Sector Composition

1 Technology 5.82%
2 Consumer Discretionary 4.33%
3 Industrials 3.79%
4 Healthcare 3.73%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$300K 0.02%
+6,360
352
$300K 0.02%
7,992
-531
353
$299K 0.02%
+5,198
354
$298K 0.02%
11,190
-45
355
$292K 0.02%
2,908
+257
356
$291K 0.02%
2,489
-41
357
$289K 0.02%
1,530
+32
358
$286K 0.02%
3,296
-1,233
359
$285K 0.02%
2,755
-183
360
$284K 0.02%
5,468
-1,266
361
$283K 0.02%
3,000
+7
362
$281K 0.02%
19,083
-8,238
363
$281K 0.02%
+5,766
364
$281K 0.02%
2,575
-256
365
$279K 0.02%
2,937
+90
366
$278K 0.02%
1,839
-30
367
$274K 0.02%
7,248
-694
368
$274K 0.02%
1,118
-99
369
$274K 0.02%
17,026
-432
370
$272K 0.02%
3,897
-42
371
$272K 0.02%
10,446
-206
372
$272K 0.02%
+997
373
$269K 0.02%
4,319
+17
374
$269K 0.02%
11,669
-1,785
375
$268K 0.02%
6,021
-4
13 14
15
16 17