SC
Savant Capital Portfolio holdings
AUM
$16.1B
1-Year Return
14.38%
This Quarter Return
+6.9%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$12B
AUM Growth
+$2.06B
(+21%)
Cap. Flow
+$1.42B
Cap. Flow
% of AUM
11.75%
Top 10 Holdings %
Top 10 Hldgs %
38.52%
Holding
1,485
New
229
Increased
729
Reduced
386
Closed
109
Top Buys
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$78.4M |
| 2 |
WRK
WestRock Company
WRK
|
$24.8M |
| 3 |
SPDR Portfolio S&P 500 Growth ETF
SPYG
|
$19.3M |
| 4 |
SPDR Portfolio S&P 500 ETF
SPLG
|
$17.1M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
$16.5M |
Sector Composition
| 1 | Technology | 5.09% |
| 2 | Financials | 2.72% |
| 3 | Industrials | 2.7% |
| 4 | Healthcare | 2.62% |
| 5 | Consumer Discretionary | 2.58% |
