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
451
$258K 0.01%
6,650
+982
452
$255K 0.01%
10,297
+10
453
$254K 0.01%
12,853
454
$251K 0.01%
1,038
455
$251K 0.01%
1,767
+107
456
$250K 0.01%
2,910
457
$247K 0.01%
6,734
+18
458
$245K 0.01%
+549
459
$242K 0.01%
4,708
-178
460
$242K 0.01%
5,970
+30
461
$240K 0.01%
11,054
-3,046
462
$238K 0.01%
710
+58
463
$238K 0.01%
6,351
464
$237K 0.01%
2,000
465
$236K 0.01%
1,789
466
$235K 0.01%
1,002
467
$234K 0.01%
+788
468
$233K 0.01%
3,023
469
$231K 0.01%
7,805
+718
470
$231K 0.01%
9,203
+650
471
$230K 0.01%
+309
472
$230K 0.01%
2,802
-540
473
$230K 0.01%
2,361
+6
474
$229K 0.01%
9,742
+130
475
$228K 0.01%
+4,774
17 18
19
20 21