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
351
$236K 0.02%
+5,626
352
$235K 0.02%
4,494
+16
353
$232K 0.02%
+3,315
354
$231K 0.02%
250
-1
355
$230K 0.02%
+8,577
356
$229K 0.02%
+1,857
357
$229K 0.02%
+8,700
358
$228K 0.02%
+5,987
359
$227K 0.02%
3,238
-4
360
$226K 0.02%
6,637
+192
361
$225K 0.02%
+6,236
362
$225K 0.02%
+360
363
$224K 0.02%
4,284
-1,062
364
$222K 0.02%
+4,009
365
$220K 0.02%
4,027
+273
366
$218K 0.02%
9,915
-480
367
$217K 0.02%
+4,349
368
$215K 0.02%
+5,198
369
$215K 0.02%
1,854
-561
370
$214K 0.02%
3,644
-98
371
$212K 0.02%
+2,854
372
$212K 0.02%
+65
373
$208K 0.02%
+2,090
374
$208K 0.02%
+1,153
375
$203K 0.02%
+5,097
13 14
15
16 17