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
$1.05B
AUM Growth
+$238M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Top Buys

1
+$46.7M
2
+$45.3M
3
+$42.4M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$42.1M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$41.9M

Top Sells

1
+$3.51M
2
+$2.06M
3
+$1.99M
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.97M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.84M

Sector Composition

1 Technology 5.97%
2 Healthcare 4.78%
3 Financials 4.06%
4 Industrials 4.04%
5 Consumer Discretionary 3.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11K ﹤0.01%
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380
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