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
401
$358K 0.01%
6,352
+1,938
402
$356K 0.01%
5,599
-1,040
403
$355K 0.01%
12,144
+366
404
$351K 0.01%
2,405
+490
405
$351K 0.01%
3,177
+207
406
$348K 0.01%
882
+10
407
$347K 0.01%
7,327
+455
408
$345K 0.01%
6,598
+756
409
$341K 0.01%
1,527
+61
410
$339K 0.01%
3,363
-150
411
$339K 0.01%
18,063
-1,405
412
$338K 0.01%
10,737
+195
413
$332K 0.01%
+3,585
414
$332K 0.01%
257
415
$329K 0.01%
5,202
-276
416
$328K 0.01%
1,048
+51
417
$327K 0.01%
5,558
418
$325K 0.01%
13,113
+3,093
419
$324K 0.01%
10,915
-1,985
420
$323K 0.01%
4,396
-980
421
$320K 0.01%
2,826
+218
422
$319K 0.01%
8,356
+383
423
$318K 0.01%
4,354
+584
424
$317K 0.01%
7,501
+761
425
$317K 0.01%
3,012
+13
15 16
17
18 19