SC
Savant Capital Portfolio holdings
AUM
$16.1B
This Quarter Return
-6.39%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$3.21B
AUM Growth
-$89.4M
(-2.7%)
Cap. Flow
+$129M
Cap. Flow
% of AUM
4.03%
Top 10 Holdings %
Top 10 Hldgs %
44.21%
Holding
584
New
34
Increased
197
Reduced
270
Closed
44
Top Buys
Top Sells
| 1 |
Vanguard Tax-Exempt Bond Index Fund
VTEB
|
$5.16M |
| 2 |
WisdomTree Yield Enhanced US Aggregate Bond Fund
AGGY
|
$4.58M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$3.93M |
| 4 |
Schwab U.S Small- Cap ETF
SCHA
|
$3.92M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$2.46M |
Sector Composition
| 1 | Technology | 3.5% |
| 2 | Healthcare | 2.75% |
| 3 | Industrials | 2.72% |
| 4 | Consumer Discretionary | 2.34% |
| 5 | Financials | 2.31% |
