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
$815M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.05M
3
+$5.51M
4
WORK
Slack Technologies, Inc.
WORK
+$4.03M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$3.11M

Top Sells

1
+$7.98M
2
+$3.49M
3
+$1.87M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.74M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.61M

Sector Composition

1 Consumer Discretionary 7.11%
2 Industrials 6.77%
3 Technology 6.5%
4 Financials 6.41%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.74M 0.83%
123,280
-3,652
27
$6.62M 0.81%
50,866
+9,261
28
$6.26M 0.77%
100,579
+5,427
29
$6.25M 0.77%
52,759
-6
30
$6.19M 0.76%
76,023
-3,342
31
$5.83M 0.72%
290,973
+104,097
32
$5.78M 0.71%
68,957
-310
33
$5.38M 0.66%
419,556
-52,224
34
$5.33M 0.65%
16,555
+1,552
35
$5.31M 0.65%
61,162
+869
36
$5.29M 0.65%
59,775
-221
37
$5.27M 0.65%
43,996
-1,388
38
$5.22M 0.64%
95,311
-6,812
39
$4.72M 0.58%
32,366
+1,195
40
$4.64M 0.57%
23,468
+647
41
$4.57M 0.56%
32,764
+1,011
42
$4.54M 0.56%
56,508
-650
43
$4.49M 0.55%
152,737
-63,592
44
$4.34M 0.53%
46,019
+1,737
45
$4.33M 0.53%
85,949
-518
46
$4.07M 0.5%
53,510
-206
47
$4.03M 0.49%
+179,047
48
$4M 0.49%
47,705
+36,577
49
$3.98M 0.49%
60,607
-24,512
50
$3.92M 0.48%
101,138
-930
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