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
$1.87B
AUM Growth
+$147M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$9.78M
3
+$8.89M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$6.85M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$5.08M

Top Sells

1
+$7.2M
2
+$5.13M
3
+$4.61M
4
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$2.41M
5
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.09M

Sector Composition

1 Technology 5.25%
2 Consumer Discretionary 4.43%
3 Industrials 3.91%
4 Healthcare 3.89%
5 Financials 3.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$251K 0.01%
1,616
-50
402
$251K 0.01%
14,046
+502
403
$249K 0.01%
+4,188
404
$249K 0.01%
5,073
405
$248K 0.01%
+3,186
406
$244K 0.01%
1,112
-35
407
$243K 0.01%
2,355
+6
408
$242K 0.01%
3,772
-2
409
$240K 0.01%
+3,132
410
$238K 0.01%
1,871
+107
411
$238K 0.01%
206
+2
412
$238K 0.01%
+9,351
413
$237K 0.01%
+3,976
414
$235K 0.01%
12,853
+1,267
415
$235K 0.01%
+2,891
416
$234K 0.01%
+14,100
417
$233K 0.01%
3,931
+373
418
$232K 0.01%
1,038
+21
419
$230K 0.01%
+6,326
420
$230K 0.01%
2,910
-1,740
421
$230K 0.01%
6,351
-2,985
422
$230K 0.01%
7,185
423
$229K 0.01%
+11,132
424
$227K 0.01%
+2,000
425
$225K 0.01%
+1,789
15 16
17
18 19