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
$2.74B
AUM Growth
+$263M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
530
New
Increased
Reduced
Closed

Top Buys

1
+$85.9M
2
+$45.3M
3
+$20.2M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$19.1M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$16.1M

Top Sells

1
+$9.18M
2
+$2.13M
3
+$1.85M
4
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$1.68M
5
AMGN icon
Amgen
AMGN
+$1.66M

Sector Composition

1 Technology 4.43%
2 Consumer Discretionary 3.09%
3 Financials 3.08%
4 Healthcare 3.01%
5 Industrials 2.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.42M 0.16%
93,635
-1,305
77
$4.25M 0.16%
27,689
+4,272
78
$4.02M 0.15%
26,704
+1,796
79
$4.01M 0.15%
34,942
-2,097
80
$4M 0.15%
51,281
+23,044
81
$3.93M 0.14%
47,911
-1,126
82
$3.91M 0.14%
26,884
-1,791
83
$3.86M 0.14%
72,373
+1,674
84
$3.81M 0.14%
19,442
+3,371
85
$3.68M 0.13%
16,822
+633
86
$3.67M 0.13%
42,730
+2,566
87
$3.65M 0.13%
84,968
+10,266
88
$3.62M 0.13%
139,424
+18,990
89
$3.56M 0.13%
9,115
+460
90
$3.55M 0.13%
48,051
+2,402
91
$3.51M 0.13%
82,483
+13,613
92
$3.5M 0.13%
12,815
-712
93
$3.4M 0.12%
43,311
+11,990
94
$3.37M 0.12%
57,297
+7,207
95
$3.34M 0.12%
28,716
-3,233
96
$3.33M 0.12%
27,695
+353
97
$3.29M 0.12%
77,525
+505
98
$3.18M 0.12%
+44,785
99
$3.16M 0.12%
9,421
+85
100
$3.14M 0.11%
14,109
+1,160
2 3
4
5 6