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
426
$788K 0.01%
13,396
-126
427
$784K 0.01%
11,613
+32
428
$783K 0.01%
15,944
+7,211
429
$783K 0.01%
7,141
-24
430
$781K 0.01%
+8,754
431
$777K 0.01%
6,943
+249
432
$774K 0.01%
6,846
+445
433
$774K 0.01%
25,502
+2,363
434
$773K 0.01%
13,430
+1,485
435
$770K 0.01%
12,204
+1,183
436
$766K 0.01%
22,006
-25
437
$764K 0.01%
7,992
-1
438
$760K 0.01%
36,932
-1,927
439
$760K 0.01%
3,748
+528
440
$758K 0.01%
17,600
+62
441
$746K 0.01%
12,357
+1,715
442
$742K 0.01%
7,916
+4,502
443
$740K 0.01%
31,669
444
$740K 0.01%
13,895
+2,329
445
$740K 0.01%
10,358
+79
446
$737K 0.01%
5,840
-32
447
$732K 0.01%
36,356
+1,031
448
$724K 0.01%
6,983
+602
449
$721K 0.01%
27,385
+2
450
$715K 0.01%
33,795
+5,462
16 17
18
19 20