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
$1.72B
AUM Growth
+$256M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
439
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$11.3M
3
+$10.1M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$9.76M
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$9.45M

Top Sells

1
+$5.14M
2
+$5.08M
3
+$3.13M
4
SCHC icon
Schwab International Small-Cap Equity ETF
SCHC
+$1.95M
5
EES icon
WisdomTree US SmallCap Earnings Fund
EES
+$1.79M

Sector Composition

1 Technology 5.82%
2 Consumer Discretionary 4.33%
3 Industrials 3.79%
4 Healthcare 3.73%
5 Financials 3.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.33M 0.19%
38,020
+1,240
77
$3.25M 0.19%
77,063
-2,375
78
$3.22M 0.19%
42,123
-2,065
79
$3.14M 0.18%
62,695
-1,094
80
$3.07M 0.18%
31,910
81
$2.97M 0.17%
136,898
-11,072
82
$2.97M 0.17%
8,469
+87
83
$2.92M 0.17%
14,986
-897
84
$2.91M 0.17%
60,636
+1,098
85
$2.88M 0.17%
11,924
+8
86
$2.85M 0.17%
36,556
+1,974
87
$2.85M 0.17%
185,440
+4,500
88
$2.77M 0.16%
12,660
-23
89
$2.73M 0.16%
42,800
-508
90
$2.73M 0.16%
104,292
+17,328
91
$2.71M 0.16%
37,902
+781
92
$2.69M 0.16%
7,526
+42
93
$2.61M 0.15%
46,121
+12,640
94
$2.57M 0.15%
46,821
-4,698
95
$2.55M 0.15%
91,653
-22,792
96
$2.55M 0.15%
27,735
+1,818
97
$2.53M 0.15%
90,152
+2,962
98
$2.51M 0.15%
9,343
-26
99
$2.51M 0.15%
166,378
+72
100
$2.45M 0.14%
13,463
+316
2 3
4
5 6