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
401
$910K 0.01%
18,480
402
$906K 0.01%
13,163
-6
403
$901K 0.01%
20,040
+65
404
$891K 0.01%
18,435
+68
405
$889K 0.01%
4,130
-73
406
$886K 0.01%
10,045
+1,087
407
$881K 0.01%
46,974
+2,349
408
$878K 0.01%
37,198
-13,673
409
$873K 0.01%
+14,015
410
$872K 0.01%
11,599
+8
411
$868K 0.01%
18,466
+275
412
$860K 0.01%
4,424
+344
413
$856K 0.01%
4,393
+2,041
414
$845K 0.01%
6,081
-128
415
$840K 0.01%
11,123
+60
416
$832K 0.01%
1,715
+310
417
$829K 0.01%
7,344
+6
418
$824K 0.01%
25,918
+13,214
419
$818K 0.01%
4,165
-37
420
$815K 0.01%
10,074
+294
421
$814K 0.01%
14,208
-269
422
$800K 0.01%
24,260
-1,297
423
$799K 0.01%
215,263
-7,032
424
$795K 0.01%
982
+128
425
$788K 0.01%
3,607
+2,649
15 16
17
18 19