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
576
$389K 0.01%
2,445
+33
577
$386K 0.01%
4,629
+925
578
$385K 0.01%
22,896
+1,518
579
$383K 0.01%
4,571
+435
580
$381K 0.01%
+6,870
581
$380K 0.01%
4,668
-182
582
$379K 0.01%
1,396
+78
583
$378K 0.01%
139,876
584
$375K 0.01%
+10,142
585
$375K 0.01%
3,269
-75
586
$372K 0.01%
10,275
+553
587
$372K 0.01%
20,877
+2,950
588
$369K 0.01%
3,242
+1,653
589
$369K 0.01%
11,687
-460
590
$368K 0.01%
6,414
-212
591
$367K 0.01%
280
+26
592
$366K 0.01%
6,156
+398
593
$365K 0.01%
7,661
+171
594
$365K 0.01%
264
-1
595
$365K 0.01%
+2,762
596
$362K 0.01%
3,952
+1
597
$361K 0.01%
7,406
-104
598
$359K 0.01%
8,614
+124
599
$358K 0.01%
3,565
+145
600
$357K 0.01%
2,692
+545
22 23
24
25 26