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
351
$477K 0.01%
1,442
-12
352
$476K 0.01%
2,364
+525
353
$474K 0.01%
6,936
-771
354
$467K 0.01%
6,192
+649
355
$460K 0.01%
5,623
+850
356
$455K 0.01%
5,069
-52
357
$454K 0.01%
5,022
+266
358
$451K 0.01%
8,144
-200
359
$451K 0.01%
1,465
360
$449K 0.01%
4,895
+264
361
$448K 0.01%
2,295
+28
362
$448K 0.01%
4,522
-180
363
$443K 0.01%
4,714
-827
364
$441K 0.01%
9,232
+3,644
365
$441K 0.01%
3,473
+911
366
$440K 0.01%
12,177
+1,187
367
$434K 0.01%
5,575
368
$432K 0.01%
+2,740
369
$432K 0.01%
10,324
+417
370
$425K 0.01%
28,612
-893
371
$421K 0.01%
2,099
+141
372
$418K 0.01%
7,510
-244
373
$411K 0.01%
1,613
+657
374
$405K 0.01%
7,843
+498
375
$404K 0.01%
2,628
-45
13 14
15
16 17