SC

Savant Capital Portfolio holdings

AUM $16.1B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$478M
AUM Growth
-$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$2.67M
3
+$2.59M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.85M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.77M

Top Sells

1
+$3.62M
2
+$2.41M
3
+$1.91M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$1.73M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.7M

Sector Composition

1 Financials 8.16%
2 Consumer Discretionary 8.08%
3 Healthcare 7.05%
4 Industrials 6.2%
5 Technology 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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