SC
Savant Capital Portfolio holdings
AUM
$16.1B
1-Year Return
14.38%
This Quarter Return
+7.69%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$815M
AUM Growth
+$95.3M
(+13%)
Cap. Flow
+$43.7M
Cap. Flow
% of AUM
5.36%
Top 10 Holdings %
Top 10 Hldgs %
35.59%
Holding
357
New
32
Increased
190
Reduced
93
Closed
8
Top Buys
| 1 |
Vanguard Total Stock Market ETF
VTI
|
+$8.91M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
+$7.05M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$5.51M |
| 4 |
WORK
Slack Technologies, Inc.
WORK
|
+$4.03M |
| 5 |
WisdomTree International SmallCap Dividend Fund
DLS
|
+$3.11M |
Top Sells
| 1 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
+$7.98M |
| 2 |
Waste Management
WM
|
+$3.49M |
| 3 |
SPDR Portfolio Aggregate Bond ETF
SPAB
|
+$1.87M |
| 4 |
SPDR Portfolio Emerging Markets ETF
SPEM
|
+$1.74M |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$1.61M |
Sector Composition
| 1 | Consumer Discretionary | 7.11% |
| 2 | Industrials | 6.77% |
| 3 | Technology | 6.5% |
| 4 | Financials | 6.41% |
| 5 | Healthcare | 5.28% |
