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
$478M
AUM Growth
-$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
306
New
Increased
Reduced
Closed

Top Buys

1 +$4.73M
2 +$2.67M
3 +$2.59M
4
IVE icon
iShares S&P 500 Value ETF
IVE
+$1.85M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$1.77M

Sector Composition

1 Financials 8.16%
2 Consumer Discretionary 8.08%
3 Healthcare 7.05%
4 Industrials 6.2%
5 Technology 5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$448K 0.09%
8,385
-280
152
$445K 0.09%
2,691
+118
153
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1,678
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154
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7,594
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$438K 0.09%
21,402
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156
$431K 0.09%
6,272
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157
$430K 0.09%
3,279
-115
158
$428K 0.09%
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$424K 0.09%
5,475
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160
$421K 0.09%
6,718
+1,357
161
$418K 0.09%
3,053
-130
162
$411K 0.09%
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163
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6,543
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$407K 0.09%
3,969
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165
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$390K 0.08%
994
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$383K 0.08%
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9,495
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$371K 0.08%
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174
$368K 0.08%
2,740
-13
175
$363K 0.08%
18,308
-1,600