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
176
$1.52M 0.06%
24,086
177
$1.52M 0.06%
19,412
+449
178
$1.49M 0.05%
26,710
+1,963
179
$1.49M 0.05%
49,575
+19,949
180
$1.49M 0.05%
21,259
+5,106
181
$1.48M 0.05%
11,643
+999
182
$1.48M 0.05%
+31,474
183
$1.47M 0.05%
49,246
+1,002
184
$1.46M 0.05%
14,956
+2,896
185
$1.43M 0.05%
6,514
+13
186
$1.4M 0.05%
9,549
+882
187
$1.4M 0.05%
1,667
+94
188
$1.39M 0.05%
5,446
+144
189
$1.39M 0.05%
+21,163
190
$1.35M 0.05%
6,555
+218
191
$1.34M 0.05%
40,319
192
$1.34M 0.05%
21,709
-1,038
193
$1.31M 0.05%
6,540
+235
194
$1.3M 0.05%
+29,292
195
$1.29M 0.05%
33,004
196
$1.29M 0.05%
5,539
+556
197
$1.28M 0.05%
15,061
+5,355
198
$1.28M 0.05%
4,558
-26
199
$1.27M 0.05%
9,836
+1,509
200
$1.26M 0.05%
6,228
+637
6 7
8
9 10