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
$6.39B
AUM Growth
+$1.02B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
808
New
Increased
Reduced
Closed

Top Buys

1
+$98.6M
2
+$38.5M
3
+$37.9M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$36.6M
5
AAPL icon
Apple
AAPL
+$28.5M

Top Sells

1
+$5.8M
2
+$3.82M
3
+$3.59M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$3.54M
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$3.39M

Sector Composition

1 Technology 4.84%
2 Healthcare 3.17%
3 Industrials 2.61%
4 Consumer Discretionary 2.5%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$4.21M 0.07%
61,827
+56,158
177
$4.21M 0.07%
59,887
+6,895
178
$4.14M 0.06%
97,699
+19,677
179
$4.11M 0.06%
46,068
+5,640
180
$4.09M 0.06%
26,733
+1,104
181
$4.01M 0.06%
41,125
+24,314
182
$3.97M 0.06%
41,690
+36,496
183
$3.96M 0.06%
54,316
+324
184
$3.92M 0.06%
159,180
-14,494
185
$3.87M 0.06%
123,885
+10,335
186
$3.84M 0.06%
+147,035
187
$3.84M 0.06%
38,777
-1,094
188
$3.78M 0.06%
8,843
+2,993
189
$3.74M 0.06%
44,393
+35,037
190
$3.72M 0.06%
87,083
+12,260
191
$3.66M 0.06%
20,326
+9,010
192
$3.66M 0.06%
106,425
-7,478
193
$3.64M 0.06%
97,863
+55,414
194
$3.63M 0.06%
56,727
+15,571
195
$3.61M 0.06%
120,696
-59,655
196
$3.57M 0.06%
15,836
+5,196
197
$3.52M 0.06%
65,953
+36,682
198
$3.44M 0.05%
72,649
+65,885
199
$3.44M 0.05%
112,850
-5,504
200
$3.42M 0.05%
46,420
-2,688
6 7
8
9 10