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
401
$326K 0.01%
7,972
+15
402
$325K 0.01%
2,963
403
$324K 0.01%
4,439
-967
404
$323K 0.01%
3,061
-83
405
$321K 0.01%
916
+22
406
$320K 0.01%
6,136
407
$318K 0.01%
5,733
-157
408
$318K 0.01%
5,850
-1,612
409
$316K 0.01%
2,106
-361
410
$316K 0.01%
5,198
411
$315K 0.01%
2,000
+61
412
$312K 0.01%
502
+83
413
$312K 0.01%
1,558
414
$312K 0.01%
1,262
-136
415
$311K 0.01%
2,671
+53
416
$310K 0.01%
8,250
-351
417
$309K 0.01%
+4,181
418
$308K 0.01%
7,796
+219
419
$307K 0.01%
257
+7
420
$305K 0.01%
5,793
+906
421
$303K 0.01%
4,122
-450
422
$302K 0.01%
+6,243
423
$302K 0.01%
+753
424
$301K 0.01%
12,165
-1,803
425
$300K 0.01%
1,236
+205
15 16
17
18 19