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
501
$512K 0.01%
14,447
-1
502
$511K 0.01%
8,174
+39
503
$508K 0.01%
9,958
-215
504
$508K 0.01%
4,175
+486
505
$507K 0.01%
19,630
-1,275
506
$506K 0.01%
6,949
+123
507
$501K 0.01%
2,559
-44
508
$500K 0.01%
7,410
-542
509
$496K 0.01%
6,079
+131
510
$495K 0.01%
4,074
+1,703
511
$493K 0.01%
26,009
+18
512
$487K 0.01%
2,562
-245
513
$484K 0.01%
11,942
-226
514
$484K 0.01%
8,537
+948
515
$482K 0.01%
4,210
+433
516
$482K 0.01%
14,715
+2,005
517
$482K 0.01%
5,939
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518
$479K 0.01%
10,729
+602
519
$479K 0.01%
11,132
+1,984
520
$479K 0.01%
3,220
+39
521
$475K 0.01%
1,790
+115
522
$474K 0.01%
13,540
523
$473K 0.01%
4,347
+19
524
$472K 0.01%
7,608
525
$471K 0.01%
12,951
-147
19 20
21
22 23