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
476
$227K 0.01%
2,103
-2
477
$227K 0.01%
3,913
-19
478
$226K 0.01%
2,666
+60
479
$223K 0.01%
4,482
+398
480
$222K 0.01%
+7,509
481
$221K 0.01%
1,698
+172
482
$220K 0.01%
+8,300
483
$220K 0.01%
9,755
-341
484
$220K 0.01%
3,037
+388
485
$219K 0.01%
3,093
+7
486
$219K 0.01%
+1,912
487
$217K 0.01%
7,185
488
$215K 0.01%
+1,242
489
$214K 0.01%
+3,245
490
$213K 0.01%
1,005
+9
491
$213K 0.01%
1,759
+81
492
$212K 0.01%
+1,678
493
$211K 0.01%
+1,669
494
$210K 0.01%
4,468
-521
495
$209K 0.01%
9,757
+11
496
$208K 0.01%
1,254
-29
497
$207K 0.01%
2,536
-217
498
$206K 0.01%
9,516
-84
499
$204K 0.01%
+3,784
500
$204K 0.01%
1,697
+88
18 19
20
21 22