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
426
$314K 0.01%
6,168
+267
427
$313K 0.01%
5,722
+57
428
$312K 0.01%
2,792
-49
429
$309K 0.01%
10,200
-336
430
$309K 0.01%
3,446
-116
431
$304K 0.01%
3,122
+62
432
$302K 0.01%
1,284
+48
433
$300K 0.01%
8,330
+80
434
$299K 0.01%
628
-101
435
$297K 0.01%
909
+43
436
$294K 0.01%
6,288
-2,606
437
$291K 0.01%
7,505
+1,270
438
$290K 0.01%
2,554
+103
439
$288K 0.01%
2,162
+315
440
$288K 0.01%
+4,030
441
$285K 0.01%
9,142
+593
442
$285K 0.01%
7,163
+1,293
443
$283K 0.01%
5,529
+330
444
$281K 0.01%
2,954
-107
445
$280K 0.01%
1,072
-48
446
$277K 0.01%
17,189
+532
447
$275K 0.01%
1,698
+110
448
$273K 0.01%
857
+33
449
$271K 0.01%
4,665
450
$271K 0.01%
3,604
+272
16 17
18
19 20