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
$3.3B
AUM Growth
+$245M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
595
New
Increased
Reduced
Closed

Top Buys

1
+$261M
2
+$83.8M
3
+$54.4M
4
AGGY icon
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
+$34.3M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$24.7M

Top Sells

1
+$7.57M
2
+$6.37M
3
+$4.02M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$2.48M
5
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$2.33M

Sector Composition

1 Technology 3.64%
2 Healthcare 2.92%
3 Industrials 2.75%
4 Financials 2.36%
5 Consumer Discretionary 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.31M 0.16%
62,047
+5,555
77
$5.25M 0.16%
57,121
-457
78
$5.16M 0.16%
94,573
+29,243
79
$5.14M 0.16%
24,091
+3,653
80
$5.13M 0.16%
53,412
+3,251
81
$5.12M 0.16%
30,707
+1,185
82
$5.06M 0.15%
18,450
+1,217
83
$4.96M 0.15%
94,517
+3,431
84
$4.95M 0.15%
106,559
-4,561
85
$4.9M 0.15%
22,390
+402
86
$4.9M 0.15%
117,562
+49,929
87
$4.81M 0.15%
98,207
+6,364
88
$4.56M 0.14%
49,360
-4,463
89
$4.54M 0.14%
10,971
+106
90
$4.53M 0.14%
90,978
+11,045
91
$4.2M 0.13%
158,878
+29,708
92
$4.14M 0.13%
17,037
+781
93
$4.11M 0.12%
118,254
+37,295
94
$4.04M 0.12%
29,523
+339
95
$4.02M 0.12%
166,922
+12,676
96
$3.76M 0.11%
142,550
+42,277
97
$3.71M 0.11%
44,235
+2,165
98
$3.69M 0.11%
47,697
+2,317
99
$3.69M 0.11%
59,065
+6,183
100
$3.67M 0.11%
89,933
-598
2 3
4
5 6