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
601
$356K 0.01%
14,018
-15,351
602
$356K 0.01%
15,489
603
$352K 0.01%
+6,007
604
$352K 0.01%
1,829
-16
605
$351K 0.01%
+6,388
606
$349K 0.01%
2,399
+65
607
$347K 0.01%
+2,998
608
$346K 0.01%
6,947
-209
609
$345K 0.01%
2,335
-90
610
$345K 0.01%
984
+312
611
$343K 0.01%
34,404
+7,140
612
$343K 0.01%
+6,157
613
$343K 0.01%
8,884
+1,697
614
$342K 0.01%
10,490
+876
615
$342K 0.01%
9,109
+405
616
$341K 0.01%
4,291
+42
617
$341K 0.01%
20,301
-7,438
618
$341K 0.01%
5,173
+828
619
$340K 0.01%
2,701
-44
620
$339K 0.01%
1,162
+103
621
$339K 0.01%
17,816
+26
622
$338K 0.01%
1,909
+84
623
$336K 0.01%
4,728
624
$333K 0.01%
+4,164
625
$333K 0.01%
3,381
-90
23 24
25
26 27