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
376
$367K 0.01%
1,519
+71
377
$365K 0.01%
2,464
+53
378
$362K 0.01%
6,289
-1,286
379
$362K 0.01%
11,445
380
$359K 0.01%
16,584
+2,501
381
$357K 0.01%
197
+5
382
$356K 0.01%
1,114
+31
383
$356K 0.01%
5,320
+303
384
$355K 0.01%
10,905
-64
385
$354K 0.01%
6,796
+73
386
$351K 0.01%
1,241
+84
387
$346K 0.01%
22,358
+747
388
$346K 0.01%
3,599
-15
389
$345K 0.01%
5,617
-11,750
390
$344K 0.01%
14,250
+1,170
391
$339K 0.01%
5,549
392
$339K 0.01%
3,368
+200
393
$339K 0.01%
5,659
-653
394
$334K 0.01%
3,975
+63
395
$331K 0.01%
1,599
+4
396
$330K 0.01%
5,434
-117
397
$330K 0.01%
6,255
+18
398
$329K 0.01%
1,153
-18
399
$328K 0.01%
+7,710
400
$327K 0.01%
5,079
+6
14 15
16
17 18