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
126
$2.38M 0.09%
31,738
-2,144
127
$2.36M 0.09%
87,000
-976
128
$2.34M 0.09%
43,386
+4,898
129
$2.3M 0.08%
77,090
-6,107
130
$2.3M 0.08%
49,519
+1,767
131
$2.28M 0.08%
64,307
-481
132
$2.26M 0.08%
3,920
+199
133
$2.22M 0.08%
9,372
+526
134
$2.21M 0.08%
10,117
+1,693
135
$2.16M 0.08%
30,959
-25
136
$2.13M 0.08%
10,032
+128
137
$2.13M 0.08%
18,972
+15,945
138
$2.11M 0.08%
13,502
-299
139
$2.11M 0.08%
39,066
+10,461
140
$2.1M 0.08%
106,582
141
$2.1M 0.08%
15,808
+1,572
142
$2.08M 0.08%
25,819
-112
143
$2.07M 0.08%
26,433
-427
144
$2.05M 0.07%
7,863
+65
145
$2.04M 0.07%
27,459
-4,073
146
$2.02M 0.07%
5,112
+1,119
147
$2M 0.07%
+31,504
148
$1.99M 0.07%
9,360
-7,805
149
$1.93M 0.07%
19,866
+894
150
$1.92M 0.07%
45,071
-5,760
4 5
6
7 8