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
551
$417K 0.01%
9,150
552
$417K 0.01%
7,708
+1,544
553
$417K 0.01%
902
+324
554
$413K 0.01%
4,097
+559
555
$413K 0.01%
2,249
-46
556
$412K 0.01%
12,076
+3,890
557
$409K 0.01%
14,515
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558
$405K 0.01%
24,111
+494
559
$405K 0.01%
5,564
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560
$403K 0.01%
350
561
$403K 0.01%
8,852
+1,980
562
$401K 0.01%
15,313
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563
$400K 0.01%
9,416
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564
$399K 0.01%
9,490
565
$398K 0.01%
340
566
$396K 0.01%
15,745
567
$396K 0.01%
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12,596
-999
569
$394K 0.01%
3,412
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570
$394K 0.01%
3,276
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571
$393K 0.01%
8,260
+1,552
572
$393K 0.01%
11,018
+1,822
573
$392K 0.01%
8,814
-268
574
$391K 0.01%
2,416
-61
575
$391K 0.01%
5,234
-42
21 22
23
24 25