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
626
$333K 0.01%
2,832
+34
627
$330K 0.01%
2,352
-227
628
$329K 0.01%
+3,588
629
$327K 0.01%
1,228
-179
630
$326K 0.01%
6,252
-12
631
$323K 0.01%
7,663
+86
632
$322K 0.01%
+4,329
633
$321K 0.01%
444
-122
634
$319K 0.01%
834
+167
635
$317K 0.01%
4,468
-756
636
$316K ﹤0.01%
12,830
+1,002
637
$315K ﹤0.01%
11,106
+84
638
$312K ﹤0.01%
+2,294
639
$310K ﹤0.01%
11,344
+942
640
$310K ﹤0.01%
+3,699
641
$309K ﹤0.01%
2,271
+38
642
$305K ﹤0.01%
3,762
-244
643
$305K ﹤0.01%
8,601
+885
644
$299K ﹤0.01%
2,275
+124
645
$298K ﹤0.01%
+16,661
646
$298K ﹤0.01%
6,532
-26
647
$298K ﹤0.01%
3,682
+490
648
$298K ﹤0.01%
593
-56
649
$296K ﹤0.01%
6,944
+35
650
$295K ﹤0.01%
+2,748
24 25
26
27 28