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
201
$1.28M 0.04%
21,276
-8,132
202
$1.27M 0.04%
3,900
+119
203
$1.26M 0.04%
7,213
+188
204
$1.24M 0.04%
98,531
+9
205
$1.24M 0.04%
5,747
+1,071
206
$1.23M 0.04%
12,437
+1,186
207
$1.23M 0.04%
37,436
+6,383
208
$1.23M 0.04%
31,592
209
$1.22M 0.04%
32,097
-1,439
210
$1.19M 0.04%
26,365
+735
211
$1.19M 0.04%
16,766
+1,065
212
$1.17M 0.04%
8,686
+898
213
$1.16M 0.04%
16,758
+10,271
214
$1.14M 0.03%
4,801
+457
215
$1.14M 0.03%
33,045
-1,000
216
$1.13M 0.03%
1,859
+214
217
$1.13M 0.03%
31,676
-1,059
218
$1.12M 0.03%
26,894
+4,040
219
$1.11M 0.03%
75,256
+8,610
220
$1.11M 0.03%
47,072
-5,253
221
$1.11M 0.03%
13,083
+925
222
$1.1M 0.03%
7,828
-102
223
$1.1M 0.03%
23,898
+5,071
224
$1.09M 0.03%
2,325
+169
225
$1.04M 0.03%
10,993
+127
7 8
9
10 11