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
$475M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.62M
3
+$2.25M
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$1.71M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.58M

Top Sells

1
+$6.84M
2
+$3.08M
3
+$2.1M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.94M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.89M

Sector Composition

1 Consumer Discretionary 10.9%
2 Financials 9.31%
3 Industrials 6.6%
4 Healthcare 6.39%
5 Technology 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.21M 0.68%
21,714
-5,186
27
$3.14M 0.66%
68,401
-29,078
28
$3.09M 0.65%
28,935
+4,940
29
$3.06M 0.64%
17,771
+1,263
30
$2.96M 0.62%
14,957
-4,013
31
$2.91M 0.61%
47,965
-1,765
32
$2.9M 0.61%
170,064
+4,704
33
$2.82M 0.59%
154,686
+9,852
34
$2.76M 0.58%
32,014
+40
35
$2.67M 0.56%
90,890
+12,942
36
$2.62M 0.55%
+85,262
37
$2.5M 0.53%
23,219
+10,277
38
$2.33M 0.49%
50,348
-585
39
$2.31M 0.49%
161,092
-1,968
40
$2.3M 0.48%
28,624
-1,917
41
$2.28M 0.48%
62,361
+2,795
42
$2.27M 0.48%
7,682
+188
43
$2.25M 0.47%
+71,137
44
$2.08M 0.44%
16,649
+1,105
45
$2.07M 0.44%
11,726
+1,066
46
$2.05M 0.43%
17,115
+1,016
47
$1.99M 0.42%
57,908
+2,424
48
$1.95M 0.41%
14,517
-85
49
$1.95M 0.41%
54,835
+48,312
50
$1.86M 0.39%
63,106
+13,058
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