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
426
$300K 0.01%
2,410
+485
427
$298K 0.01%
2,292
+430
428
$295K 0.01%
2,148
+38
429
$293K 0.01%
1,857
430
$291K 0.01%
211
+1
431
$290K 0.01%
4,361
+38
432
$287K 0.01%
3,672
-100
433
$285K 0.01%
4,883
+32
434
$284K 0.01%
12,531
+104
435
$284K 0.01%
+7,571
436
$283K 0.01%
4,155
+275
437
$281K 0.01%
+2,850
438
$279K 0.01%
929
+22
439
$279K 0.01%
1,874
-673
440
$275K 0.01%
985
+11
441
$269K 0.01%
6,567
442
$267K 0.01%
6,698
+419
443
$267K 0.01%
5,461
+496
444
$267K 0.01%
15,279
+1,206
445
$265K 0.01%
1,582
+137
446
$262K 0.01%
5,257
-79
447
$261K 0.01%
+1,054
448
$261K 0.01%
3,163
+11
449
$259K 0.01%
+641
450
$259K 0.01%
2,909
-26
16 17
18
19 20