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
176
$1.62M 0.05%
28,481
-5,142
177
$1.59M 0.05%
34,572
+3,586
178
$1.58M 0.05%
14,788
-494
179
$1.57M 0.05%
39,990
+7,360
180
$1.54M 0.05%
719
+68
181
$1.53M 0.05%
19,374
+296
182
$1.53M 0.05%
7,268
+173
183
$1.52M 0.05%
6,693
+330
184
$1.51M 0.05%
6,710
-214
185
$1.5M 0.05%
9,768
+49
186
$1.49M 0.05%
106,582
-260
187
$1.49M 0.05%
24,402
+672
188
$1.49M 0.05%
5,863
+40
189
$1.48M 0.04%
10,656
+725
190
$1.47M 0.04%
368
+2
191
$1.46M 0.04%
8,018
+186
192
$1.45M 0.04%
8,594
+740
193
$1.45M 0.04%
3,037
+264
194
$1.43M 0.04%
39,595
-1,494
195
$1.4M 0.04%
6,673
+1,006
196
$1.39M 0.04%
3,809
+154
197
$1.35M 0.04%
13,459
+791
198
$1.35M 0.04%
29,367
+1,379
199
$1.32M 0.04%
10,359
+150
200
$1.31M 0.04%
14,615
+1,746
6 7
8
9 10