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
701
$237K ﹤0.01%
4,196
-104
702
$236K ﹤0.01%
+2,609
703
$232K ﹤0.01%
6,144
+370
704
$230K ﹤0.01%
2,712
+4
705
$229K ﹤0.01%
2,551
-424
706
$228K ﹤0.01%
2,913
+7
707
$228K ﹤0.01%
1,595
-66
708
$228K ﹤0.01%
+597
709
$227K ﹤0.01%
+6,691
710
$226K ﹤0.01%
+928
711
$226K ﹤0.01%
+1,092
712
$226K ﹤0.01%
8,458
-1,679
713
$225K ﹤0.01%
+4,537
714
$223K ﹤0.01%
+1,719
715
$221K ﹤0.01%
+981
716
$221K ﹤0.01%
4,780
717
$220K ﹤0.01%
+4,064
718
$219K ﹤0.01%
+3,484
719
$218K ﹤0.01%
2,701
-318
720
$218K ﹤0.01%
7,119
-999
721
$216K ﹤0.01%
+921
722
$215K ﹤0.01%
2,248
-40,007
723
$214K ﹤0.01%
10,990
+890
724
$214K ﹤0.01%
+5,204
725
$213K ﹤0.01%
2,522
+35
27 28
29
30 31