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
501
$225K 0.01%
3,411
502
$225K 0.01%
4,277
-508
503
$224K 0.01%
5,082
+141
504
$223K 0.01%
+7,438
505
$223K 0.01%
1,581
-158
506
$223K 0.01%
3,338
+3
507
$222K 0.01%
+2,094
508
$221K 0.01%
913
-97
509
$220K 0.01%
17,734
+740
510
$218K 0.01%
2,264
+40
511
$217K 0.01%
10,296
+1,514
512
$216K 0.01%
7,348
+818
513
$214K 0.01%
6,242
-562
514
$212K 0.01%
3,223
-94
515
$212K 0.01%
+4,374
516
$211K 0.01%
1,918
+176
517
$210K 0.01%
2,629
-128
518
$210K 0.01%
5,475
-151
519
$209K 0.01%
5,852
+475
520
$209K 0.01%
+4,557
521
$208K 0.01%
3,353
522
$207K 0.01%
1,912
523
$206K 0.01%
3,052
+392
524
$206K 0.01%
850
-11
525
$205K 0.01%
+729
19 20
21
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