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
351
$332K 0.02%
7,188
-60
352
$329K 0.02%
+19,772
353
$328K 0.02%
1,171
+53
354
$328K 0.02%
1,531
+33
355
$327K 0.02%
2,767
+192
356
$326K 0.02%
4,572
357
$325K 0.02%
12,892
+230
358
$325K 0.02%
30,422
+430
359
$324K 0.02%
6,134
+21
360
$324K 0.02%
3,681
+130
361
$323K 0.02%
7,168
-19
362
$321K 0.02%
26,172
-1,033
363
$319K 0.02%
3,126
+940
364
$317K 0.02%
4,419
+41
365
$317K 0.02%
2,963
366
$316K 0.02%
2,593
+104
367
$314K 0.02%
4,005
-25
368
$313K 0.02%
19,940
+130
369
$312K 0.02%
2,752
-3
370
$312K 0.02%
6,526
+80
371
$310K 0.02%
1,119
+10
372
$309K 0.02%
2,465
+156
373
$308K 0.02%
4,470
+151
374
$305K 0.02%
1,931
-114
375
$305K 0.02%
1,780
-59
13 14
15
16 17