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
651
$294K ﹤0.01%
3,895
+208
652
$292K ﹤0.01%
5,552
-222
653
$290K ﹤0.01%
2,898
-333
654
$290K ﹤0.01%
5,044
-36
655
$288K ﹤0.01%
2,832
-16
656
$288K ﹤0.01%
2,316
+68
657
$288K ﹤0.01%
+2,102
658
$285K ﹤0.01%
+8,835
659
$284K ﹤0.01%
+6,590
660
$283K ﹤0.01%
4,245
-262
661
$281K ﹤0.01%
55,383
+38,403
662
$280K ﹤0.01%
14,799
+4,092
663
$279K ﹤0.01%
+3,431
664
$277K ﹤0.01%
+21,835
665
$277K ﹤0.01%
5,259
+191
666
$276K ﹤0.01%
4,732
+62
667
$276K ﹤0.01%
5,209
-420
668
$275K ﹤0.01%
9,328
+990
669
$273K ﹤0.01%
10,025
-4,287
670
$271K ﹤0.01%
+9,718
671
$270K ﹤0.01%
25,036
-307
672
$270K ﹤0.01%
1,374
-246
673
$269K ﹤0.01%
1,595
674
$269K ﹤0.01%
+2,863
675
$267K ﹤0.01%
1,976
+19
25 26
27
28 29