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
401
$224K 0.01%
+2,186
402
$224K 0.01%
5,073
403
$223K 0.01%
+2,349
404
$221K 0.01%
+6,772
405
$221K 0.01%
12,662
+412
406
$218K 0.01%
10,455
-1,890
407
$216K 0.01%
+911
408
$215K 0.01%
+1,017
409
$215K 0.01%
+11,447
410
$213K 0.01%
11,255
-774
411
$213K 0.01%
7,185
-2,013
412
$209K 0.01%
+1,764
413
$209K 0.01%
+2,297
414
$208K 0.01%
+2,067
415
$206K 0.01%
+4,851
416
$204K 0.01%
+3,774
417
$204K 0.01%
+1,002
418
$203K 0.01%
+3,558
419
$201K 0.01%
+1,362
420
$200K 0.01%
11,586
+224
421
$200K 0.01%
+1,147
422
$200K 0.01%
29,992
-3,683
423
$175K 0.01%
5,177
+97
424
$175K 0.01%
13,544
-730
425
$171K 0.01%
+11,676
14 15 16
17
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