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
$3.3B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$83.8M
3
+$54.4M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$34.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M

Top Sells

1
+$7.57M
2
+$6.37M
3
+$4.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.33M

Sector Composition

1 Technology 3.64%
2 Healthcare 2.92%
3 Industrials 2.75%
4 Financials 2.36%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$240K 0.01%
685
+294
477
$240K 0.01%
14,342
+1,355
478
$240K 0.01%
+6,057
479
$238K 0.01%
5,198
480
$236K 0.01%
+1,545
481
$236K 0.01%
12,871
+925
482
$234K 0.01%
4,927
-823
483
$233K 0.01%
+4,274
484
$232K 0.01%
1,759
+81
485
$232K 0.01%
1,773
-10
486
$232K 0.01%
21,265
+4,653
487
$232K 0.01%
3,669
+184
488
$231K 0.01%
+964
489
$231K 0.01%
1,341
+202
490
$231K 0.01%
1,555
-78
491
$231K 0.01%
762
+136
492
$231K 0.01%
2,203
+11
493
$230K 0.01%
7,571
-579
494
$230K 0.01%
4,127
-72
495
$229K 0.01%
+6,003
496
$228K 0.01%
3,631
+209
497
$228K 0.01%
1,885
-45
498
$228K 0.01%
4,772
+277
499
$228K 0.01%
5,415
-240
500
$227K 0.01%
3,180
-157
18 19
20
21 22