SC
Savant Capital Portfolio holdings
AUM
$16.1B
1-Year Return
14.38%
This Quarter Return
-10.1%
1 Year Return
+14.38%
3 Year Return
+48.07%
5 Year Return
+73.78%
10 Year Return
+154.4%
AUM
$279M
AUM Growth
-$18M
(-6%)
Cap. Flow
+$14.1M
Cap. Flow
% of AUM
5.04%
Top 10 Holdings %
Top 10 Hldgs %
50.03%
Holding
219
New
9
Increased
124
Reduced
50
Closed
14
Top Buys
| 1 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$3.25M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.07M |
| 3 |
Vanguard Value ETF
VTV
|
$1.58M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$1.28M |
| 5 |
AbbVie
ABBV
|
$1.19M |
Top Sells
Sector Composition
| 1 | Financials | 10.27% |
| 2 | Healthcare | 8.57% |
| 3 | Industrials | 4.87% |
| 4 | Consumer Staples | 3.6% |
| 5 | Technology | 3.58% |
