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
101
$2.22M 0.17%
76,946
-14,052
102
$2.21M 0.17%
11,501
+608
103
$2.18M 0.17%
7,383
-27
104
$2.15M 0.16%
46,210
+2,879
105
$2.04M 0.15%
78,258
+57,571
106
$2.03M 0.15%
33,864
-228
107
$1.97M 0.15%
32,754
-4,356
108
$1.97M 0.15%
82,746
+6,355
109
$1.94M 0.15%
10,600
+1,132
110
$1.94M 0.15%
28,404
-7,843
111
$1.93M 0.15%
19,885
+481
112
$1.93M 0.15%
34,935
+128
113
$1.92M 0.15%
38,733
-876
114
$1.92M 0.15%
77,674
+61,770
115
$1.87M 0.14%
+19,505
116
$1.86M 0.14%
9,664
-502
117
$1.86M 0.14%
11,319
+826
118
$1.84M 0.14%
20,641
+2,217
119
$1.8M 0.14%
67,860
-3,293
120
$1.78M 0.14%
5,888
+84
121
$1.76M 0.13%
58,666
+3,818
122
$1.71M 0.13%
53,203
+16,396
123
$1.68M 0.13%
43,043
-17,483
124
$1.66M 0.13%
23,830
-5,208
125
$1.65M 0.12%
14,259
-199
3 4
5
6 7