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
$1.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$10.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.45M

Top Sells

1
+$5.14M
2
+$5.08M
3
+$3.13M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.95M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.79M

Sector Composition

1 Technology 5.82%
2 Consumer Discretionary 4.33%
3 Industrials 3.79%
4 Healthcare 3.73%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$268K 0.02%
+7,187
377
$267K 0.02%
2,963
-200
378
$265K 0.02%
8,814
-68
379
$265K 0.02%
1,311
-381
380
$264K 0.02%
3,829
-26
381
$258K 0.02%
250
382
$256K 0.01%
+3,551
383
$254K 0.01%
+11,868
384
$251K 0.01%
12,434
+175
385
$250K 0.01%
19,810
+3
386
$249K 0.01%
1,666
-82
387
$246K 0.01%
+1,584
388
$245K 0.01%
+4,378
389
$244K 0.01%
+5,862
390
$244K 0.01%
+1,875
391
$242K 0.01%
15,301
-1,296
392
$240K 0.01%
1,139
+48
393
$239K 0.01%
27,205
+749
394
$239K 0.01%
1,977
-235
395
$232K 0.01%
+204
396
$229K 0.01%
+5,263
397
$227K 0.01%
+853
398
$226K 0.01%
+5,660
399
$226K 0.01%
+2,384
400
$225K 0.01%
3,530
-142
14 15
16
17 18