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
$475M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
292
New
Increased
Reduced
Closed

Top Buys

1
+$6.15M
2
+$2.62M
3
+$2.25M
4
GWX icon
SPDR S&P International Small Cap ETF
GWX
+$1.71M
5
SPEM icon
SPDR Portfolio Emerging Markets ETF
SPEM
+$1.58M

Top Sells

1
+$6.84M
2
+$3.08M
3
+$2.1M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.94M
5
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$1.89M

Sector Composition

1 Consumer Discretionary 10.9%
2 Financials 9.31%
3 Industrials 6.6%
4 Healthcare 6.39%
5 Technology 4.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$413K 0.09%
3,468
-29
177
$407K 0.09%
2,608
+10
178
$405K 0.09%
8,585
-34
179
$403K 0.08%
4,266
180
$395K 0.08%
7,826
+666
181
$395K 0.08%
10,941
-110
182
$380K 0.08%
1,549
183
$373K 0.08%
3,183
-1,546
184
$368K 0.08%
2,137
+386
185
$367K 0.08%
2,345
-224
186
$366K 0.08%
2,537
187
$364K 0.08%
8,510
+7
188
$364K 0.08%
5,219
189
$364K 0.08%
3,115
+6
190
$363K 0.08%
1,784
-5
191
$363K 0.08%
3,479
-471
192
$359K 0.08%
4,374
+33
193
$359K 0.08%
4,871
-215
194
$356K 0.07%
4,836
-326
195
$355K 0.07%
18,714
-1,562
196
$352K 0.07%
5,930
-50
197
$352K 0.07%
6,412
+158
198
$350K 0.07%
6,750
-48
199
$348K 0.07%
4,291
-43
200
$347K 0.07%
4,922
-139
6 7
8
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