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
$475M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.62M
3
+$2.25M
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$1.71M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.58M

Top Sells

1
+$6.84M
2
+$3.08M
3
+$2.1M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.94M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.89M

Sector Composition

1 Consumer Discretionary 10.9%
2 Financials 9.31%
3 Industrials 6.6%
4 Healthcare 6.39%
5 Technology 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.24%
30,270
+317
77
$1.16M 0.24%
17,081
-2,000
78
$1.15M 0.24%
15,474
+2,209
79
$1.1M 0.23%
40,356
-725
80
$1.1M 0.23%
5,006
-37
81
$1.07M 0.23%
7,454
+429
82
$1.06M 0.22%
5,696
-743
83
$1.05M 0.22%
14,943
-370
84
$1.04M 0.22%
19,429
+174
85
$1.04M 0.22%
13,507
-186
86
$1.03M 0.22%
4,582
+20
87
$971K 0.2%
55,712
+5,248
88
$970K 0.2%
9,260
+96
89
$936K 0.2%
23,964
-760
90
$923K 0.19%
10,978
+211
91
$903K 0.19%
102,168
-1,256
92
$892K 0.19%
32,030
-18
93
$861K 0.18%
21,506
+2,020
94
$854K 0.18%
5,599
-22
95
$854K 0.18%
6,297
+599
96
$849K 0.18%
30,193
+3,559
97
$844K 0.18%
6,222
-29
98
$824K 0.17%
11,342
+647
99
$811K 0.17%
44,232
+2,841
100
$809K 0.17%
5,585
-82
2 3
4
5 6