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
526
$471K 0.01%
4,134
-1,268
527
$469K 0.01%
12,556
-82
528
$464K 0.01%
16,920
529
$463K 0.01%
1,332
-94
530
$460K 0.01%
23,965
-4,777
531
$455K 0.01%
+6,200
532
$455K 0.01%
1,597
+414
533
$454K 0.01%
4,680
-1,064
534
$449K 0.01%
12,824
-3,203
535
$449K 0.01%
7,169
+3,523
536
$448K 0.01%
1,006
+90
537
$441K 0.01%
8,523
-282
538
$441K 0.01%
2,567
+725
539
$439K 0.01%
8,417
+2,617
540
$438K 0.01%
+10,729
541
$438K 0.01%
5,535
-1
542
$437K 0.01%
11,236
+5,911
543
$437K 0.01%
18,609
+118
544
$436K 0.01%
25,966
-2,003
545
$429K 0.01%
6,515
+15
546
$425K 0.01%
9,960
+367
547
$424K 0.01%
2,072
+338
548
$424K 0.01%
2,045
+437
549
$420K 0.01%
6,600
+570
550
$420K 0.01%
9,495
+1,270
20 21
22
23 24