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
376
$1.03M 0.02%
3,004
+56
377
$1.01M 0.02%
43,698
-476
378
$996K 0.02%
8,870
+27
379
$995K 0.02%
34,922
-3,888
380
$989K 0.02%
8,068
+1,641
381
$985K 0.02%
12,680
+949
382
$985K 0.02%
18,766
-25
383
$984K 0.02%
13,665
+444
384
$977K 0.02%
12,888
+555
385
$976K 0.02%
10,346
+160
386
$975K 0.02%
14,288
387
$971K 0.02%
5,742
+4,185
388
$971K 0.02%
2,195
+302
389
$969K 0.02%
15,544
-975
390
$969K 0.02%
10,154
+1,038
391
$962K 0.02%
8,978
+13
392
$957K 0.02%
10,582
+1,398
393
$956K 0.01%
7,221
+75
394
$955K 0.01%
27,247
+6,115
395
$952K 0.01%
9,705
+202
396
$938K 0.01%
10,367
+105
397
$929K 0.01%
7,672
+233
398
$928K 0.01%
4,510
+2,260
399
$922K 0.01%
13,811
+1,472
400
$920K 0.01%
26,064
+4,146
14 15
16
17 18