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
676
$267K ﹤0.01%
371
+5
677
$265K ﹤0.01%
701
+7
678
$264K ﹤0.01%
2,501
679
$264K ﹤0.01%
+1,582
680
$259K ﹤0.01%
+21,707
681
$256K ﹤0.01%
+1,386
682
$254K ﹤0.01%
792
+106
683
$254K ﹤0.01%
4,114
-166
684
$252K ﹤0.01%
524
+45
685
$252K ﹤0.01%
1,347
-141
686
$251K ﹤0.01%
+758
687
$249K ﹤0.01%
3,373
-134
688
$249K ﹤0.01%
2,215
-55
689
$248K ﹤0.01%
+3,883
690
$246K ﹤0.01%
208
+8
691
$246K ﹤0.01%
+1,330
692
$244K ﹤0.01%
+2,471
693
$243K ﹤0.01%
+12,895
694
$242K ﹤0.01%
+4,191
695
$242K ﹤0.01%
+5,650
696
$241K ﹤0.01%
+9,113
697
$241K ﹤0.01%
3,891
+221
698
$240K ﹤0.01%
701
+8
699
$238K ﹤0.01%
3,644
-1
700
$238K ﹤0.01%
3,250
-55
26 27
28
29 30