SC
Savant Capital Portfolio holdings
AUM
$16.1B
This Quarter Return
+5.33%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$3.09B
AUM Growth
+$3.09B
(+13%)
Cap. Flow
+$226M
Cap. Flow
% of AUM
7.3%
Top 10 Holdings %
Top 10 Hldgs %
41.57%
Holding
563
New
46
Increased
341
Reduced
132
Closed
6
Top Buys
1 |
Schwab US Large- Cap ETF
SCHX
|
$53.3M |
2 |
Schwab U.S Small- Cap ETF
SCHA
|
$38M |
3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$26.9M |
4 |
Schwab US Mid-Cap ETF
SCHM
|
$22.6M |
5 |
Avantis International Small Cap Value ETF
AVDV
|
$15.9M |
Top Sells
Sector Composition
1 | Technology | 4.84% |
2 | Healthcare | 3.19% |
3 | Consumer Discretionary | 3.17% |
4 | Financials | 2.95% |
5 | Industrials | 2.91% |