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
176
$972K 0.07%
5,399
177
$965K 0.07%
3,404
-1,378
178
$924K 0.07%
23,543
+351
179
$913K 0.07%
6,508
+665
180
$910K 0.07%
6,109
-5
181
$906K 0.07%
23,247
-274
182
$898K 0.07%
11,396
-172
183
$889K 0.07%
2,293
-24
184
$880K 0.07%
23,542
+1,123
185
$822K 0.06%
6,340
-6
186
$818K 0.06%
15,768
-38
187
$806K 0.06%
7,364
188
$793K 0.06%
+13,950
189
$789K 0.06%
15,431
-306
190
$784K 0.06%
59,079
191
$779K 0.06%
15,255
192
$772K 0.06%
7,587
-3,361
193
$753K 0.06%
10,277
+178
194
$752K 0.06%
5,320
+226
195
$751K 0.06%
106,843
-1,841
196
$751K 0.06%
106,897
197
$743K 0.06%
6,514
+113
198
$728K 0.06%
5,388
-99
199
$720K 0.05%
3,380
+75
200
$717K 0.05%
636
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6 7
8
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