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
126
$2.56M 0.08%
63,183
-1,197
127
$2.47M 0.07%
12,538
+2,800
128
$2.46M 0.07%
35,255
+2,428
129
$2.45M 0.07%
34,761
-361
130
$2.44M 0.07%
14,050
+812
131
$2.44M 0.07%
31,671
+7,289
132
$2.42M 0.07%
7,685
-130
133
$2.35M 0.07%
16,608
+1,087
134
$2.33M 0.07%
13,021
+394
135
$2.32M 0.07%
8,602
+212
136
$2.32M 0.07%
128,485
-36,190
137
$2.28M 0.07%
4,726
+44
138
$2.26M 0.07%
180,940
139
$2.25M 0.07%
44,121
+8,440
140
$2.24M 0.07%
25,141
-939
141
$2.22M 0.07%
44,328
-6,051
142
$2.21M 0.07%
56,448
+3,428
143
$2.19M 0.07%
12,963
+1,305
144
$2.17M 0.07%
28,343
+1,336
145
$2.16M 0.07%
14,912
+409
146
$2.12M 0.06%
20,830
-8,029
147
$2.04M 0.06%
85,070
-8,934
148
$2.03M 0.06%
40,014
+1,995
149
$1.99M 0.06%
3,662
+373
150
$1.91M 0.06%
23,286
+454
4 5
6
7 8