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
$6.39B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$98.6M
2
+$38.5M
3
+$37.9M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$36.6M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$5.8M
2
+$3.82M
3
+$3.59M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.54M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.39M

Sector Composition

1 Technology 4.84%
2 Healthcare 3.17%
3 Industrials 2.61%
4 Consumer Discretionary 2.5%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$592K 0.01%
12,696
-1,290
477
$590K 0.01%
1,943
+36
478
$589K 0.01%
3,079
+38
479
$579K 0.01%
5,952
-87
480
$579K 0.01%
3,518
+62
481
$578K 0.01%
5,358
+234
482
$573K 0.01%
14,870
+3,804
483
$569K 0.01%
5,647
+22
484
$569K 0.01%
5,932
485
$567K 0.01%
10,901
+74
486
$564K 0.01%
+11,144
487
$563K 0.01%
6,501
+424
488
$550K 0.01%
10,824
489
$548K 0.01%
2,646
-15
490
$543K 0.01%
10,798
+184
491
$543K 0.01%
9,574
+440
492
$542K 0.01%
34,065
+19,625
493
$537K 0.01%
1,141
+389
494
$534K 0.01%
+15,734
495
$522K 0.01%
15,497
+1,871
496
$522K 0.01%
13,052
+1,339
497
$520K 0.01%
11,377
-280
498
$518K 0.01%
9,245
-745
499
$516K 0.01%
4,062
+114
500
$513K 0.01%
6,135
+272
18 19
20
21 22