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
$1.32B
AUM Growth
+$266M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
421
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$14.3M
3
+$9.92M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$9.02M
5
REET icon
iShares Global REIT ETF
REET
+$8.81M

Top Sells

1
+$1.24M
2
+$1.19M
3
+$1.18M
4
BMO icon
Bank of Montreal
BMO
+$1.17M
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$1.03M

Sector Composition

1 Technology 6.09%
2 Healthcare 4.6%
3 Consumer Discretionary 4%
4 Industrials 3.94%
5 Financials 3.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$403K 0.03%
5,605
-446
277
$402K 0.03%
4,828
+112
278
$401K 0.03%
8,385
-1,697
279
$397K 0.03%
4,236
+377
280
$395K 0.03%
10,514
+2,110
281
$394K 0.03%
22,603
-742
282
$391K 0.03%
4,266
+281
283
$386K 0.03%
1,230
-12
284
$383K 0.03%
31,149
+13,395
285
$382K 0.03%
1,741
+72
286
$381K 0.03%
3,626
+391
287
$380K 0.03%
4,341
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288
$379K 0.03%
3,413
-85
289
$378K 0.03%
1,465
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290
$376K 0.03%
5,873
291
$375K 0.03%
5,995
292
$370K 0.03%
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293
$369K 0.03%
15,838
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294
$368K 0.03%
2,465
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295
$365K 0.03%
6,869
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296
$361K 0.03%
5,639
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297
$360K 0.03%
203
298
$358K 0.03%
9,569
-261
299
$358K 0.03%
4,589
+56
300
$357K 0.03%
15,000
10 11
12
13 14