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
351
$1.16M 0.02%
99,329
+430
352
$1.15M 0.02%
2,572
-25
353
$1.15M 0.02%
43,596
-3,170
354
$1.14M 0.02%
19,039
+15,588
355
$1.13M 0.02%
9,318
+281
356
$1.12M 0.02%
45,367
-2,865
357
$1.12M 0.02%
75,482
358
$1.11M 0.02%
3,818
+247
359
$1.1M 0.02%
21,501
-142
360
$1.1M 0.02%
42,641
+59
361
$1.1M 0.02%
11,980
-1,159
362
$1.09M 0.02%
2,798
+198
363
$1.09M 0.02%
16,970
+7,920
364
$1.09M 0.02%
7,870
+2,177
365
$1.08M 0.02%
5,602
+3,322
366
$1.07M 0.02%
4,348
+380
367
$1.06M 0.02%
13,773
+826
368
$1.06M 0.02%
45,194
-12,328
369
$1.06M 0.02%
39,405
-1,646
370
$1.06M 0.02%
6,781
+452
371
$1.06M 0.02%
84,166
+46,563
372
$1.05M 0.02%
7,059
-2,201
373
$1.05M 0.02%
3,736
-353
374
$1.04M 0.02%
5,361
+2,757
375
$1.03M 0.02%
53,924
+176
13 14
15
16 17