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
726
$212K ﹤0.01%
4,837
-164
727
$212K ﹤0.01%
+1,277
728
$211K ﹤0.01%
6,725
-332
729
$211K ﹤0.01%
+11,765
730
$210K ﹤0.01%
3,059
+25
731
$210K ﹤0.01%
+3,198
732
$208K ﹤0.01%
+783
733
$208K ﹤0.01%
+2,264
734
$208K ﹤0.01%
1,249
735
$208K ﹤0.01%
+1,222
736
$207K ﹤0.01%
+2,378
737
$207K ﹤0.01%
1,843
-81
738
$206K ﹤0.01%
+4,536
739
$206K ﹤0.01%
+2,016
740
$206K ﹤0.01%
+5,985
741
$206K ﹤0.01%
10,650
+163
742
$205K ﹤0.01%
+9,431
743
$205K ﹤0.01%
+5,165
744
$204K ﹤0.01%
+3,972
745
$200K ﹤0.01%
+1,200
746
$200K ﹤0.01%
+3,023
747
$193K ﹤0.01%
6,614
748
$184K ﹤0.01%
+30,811
749
$180K ﹤0.01%
11,228
+308
750
$178K ﹤0.01%
+3,199
28 29
30
31 32