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
351
$442K 0.02%
919
-80
352
$439K 0.02%
5,373
+931
353
$438K 0.02%
13,280
-1,720
354
$436K 0.02%
2,764
+15
355
$435K 0.02%
7,921
+418
356
$433K 0.02%
2,859
+133
357
$432K 0.02%
6,939
-350
358
$431K 0.02%
5,770
-170
359
$429K 0.02%
3,841
-679
360
$428K 0.02%
10,163
+68
361
$427K 0.02%
11,966
+171
362
$417K 0.02%
10,651
-330
363
$410K 0.02%
5,645
-1,188
364
$403K 0.01%
5,768
-327
365
$400K 0.01%
6,662
-8
366
$398K 0.01%
4,941
+341
367
$396K 0.01%
2,011
+97
368
$390K 0.01%
1,769
+147
369
$389K 0.01%
6,830
+260
370
$388K 0.01%
6,054
-7,192
371
$384K 0.01%
2,212
+270
372
$378K 0.01%
5,404
-246
373
$373K 0.01%
472
+13
374
$373K 0.01%
17,498
+421
375
$371K 0.01%
4,578
+22
13 14
15
16 17