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
$815M
AUM Growth
+$95.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$8.91M
2
+$7.05M
3
+$5.51M
4
WORK
Slack Technologies, Inc.
WORK
+$4.03M
5
DLS icon
WisdomTree International SmallCap Dividend Fund
DLS
+$3.11M

Top Sells

1
+$7.98M
2
+$3.49M
3
+$1.87M
4
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.74M
5
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$1.61M

Sector Composition

1 Consumer Discretionary 7.11%
2 Industrials 6.77%
3 Technology 6.5%
4 Financials 6.41%
5 Healthcare 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.3%
26,351
+12,897
77
$2.44M 0.3%
33,497
-1,391
78
$2.42M 0.3%
11,088
+409
79
$2.41M 0.3%
73,795
-793
80
$2.4M 0.29%
42,485
+15,377
81
$2.38M 0.29%
63,957
+988
82
$2.3M 0.28%
65,182
+2,559
83
$2.28M 0.28%
12,152
+248
84
$2.22M 0.27%
45,832
+30,692
85
$2.22M 0.27%
25,562
+783
86
$2.21M 0.27%
18,349
+107
87
$2.21M 0.27%
10,747
+287
88
$2.15M 0.26%
32,140
+340
89
$2.06M 0.25%
20,968
-2,855
90
$1.99M 0.24%
50,241
+1,530
91
$1.99M 0.24%
32,844
+156
92
$1.97M 0.24%
73,630
-8,680
93
$1.93M 0.24%
102,200
+23,616
94
$1.86M 0.23%
14,916
+1,458
95
$1.86M 0.23%
41,754
-830
96
$1.82M 0.22%
32,921
+2,875
97
$1.79M 0.22%
56,259
98
$1.74M 0.21%
28,300
+1,221
99
$1.72M 0.21%
12,564
+246
100
$1.71M 0.21%
19,427
+191
2 3
4
5 6