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
376
$404K 0.01%
6,766
+100
377
$404K 0.01%
30,177
+5,285
378
$401K 0.01%
6,136
+133
379
$397K 0.01%
+12,095
380
$396K 0.01%
1,615
+277
381
$395K 0.01%
13,667
+3,468
382
$394K 0.01%
4,666
-876
383
$393K 0.01%
3,028
-5
384
$391K 0.01%
2,939
+388
385
$389K 0.01%
6,997
-277
386
$389K 0.01%
6,560
+1,319
387
$388K 0.01%
1,425
+102
388
$384K 0.01%
+14,141
389
$382K 0.01%
31,767
+6,754
390
$379K 0.01%
+15,398
391
$371K 0.01%
3,126
+980
392
$368K 0.01%
5,641
-414
393
$368K 0.01%
8,843
-863
394
$368K 0.01%
8,640
+1,480
395
$365K 0.01%
10,209
+180
396
$364K 0.01%
21,125
-435
397
$364K 0.01%
7,185
+1,312
398
$363K 0.01%
1,623
-89
399
$362K 0.01%
1,753
+25
400
$361K 0.01%
550
+15
14 15
16
17 18