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
301
$354K 0.03%
6,479
+106
302
$345K 0.03%
10,101
+95
303
$345K 0.03%
6,690
+54
304
$344K 0.03%
3,688
+70
305
$340K 0.03%
+5,480
306
$340K 0.03%
1,604
-42
307
$340K 0.03%
2,481
+65
308
$338K 0.03%
10,720
-670
309
$338K 0.03%
481
+58
310
$337K 0.03%
7,153
+26
311
$332K 0.03%
20,655
312
$326K 0.02%
6,007
+84
313
$326K 0.02%
2,338
-60
314
$325K 0.02%
11,043
+1,964
315
$321K 0.02%
5,261
+63
316
$316K 0.02%
+7,609
317
$313K 0.02%
+11,212
318
$313K 0.02%
2,188
319
$311K 0.02%
6,436
+35
320
$310K 0.02%
+8,415
321
$309K 0.02%
+7,572
322
$308K 0.02%
1,548
+7
323
$307K 0.02%
1,617
-72
324
$304K 0.02%
4,797
325
$298K 0.02%
3,252
+29
11 12
13
14 15