SC

Savant Capital Portfolio holdings

AUM $18.9B
1-Year Est. Return 14.6%
This Quarter Est. Return
1 Year Est. Return
+14.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$557M
AUM Growth
+$88.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
308
New
Increased
Reduced
Closed

Top Buys

1
+$18.5M
2
+$10.4M
3
+$9.88M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$9.85M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$7.8M

Top Sells

1
+$21.9M
2
+$1.4M
3
+$944K
4
IYY icon
iShares Dow Jones US ETF
IYY
+$399K
5
ECL icon
Ecolab
ECL
+$257K

Sector Composition

1 Consumer Discretionary 9.27%
2 Financials 7.95%
3 Healthcare 6.78%
4 Industrials 6.34%
5 Technology 5.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$373K 0.07%
3,292
-129
202
$370K 0.07%
9,816
203
$370K 0.07%
8,090
+391
204
$368K 0.07%
2,750
+183
205
$366K 0.07%
3,853
+84
206
$362K 0.07%
10,411
+260
207
$362K 0.07%
8,417
+299
208
$360K 0.06%
3,211
+44
209
$356K 0.06%
3,811
-173
210
$354K 0.06%
2,667
-310
211
$349K 0.06%
2,117
212
$349K 0.06%
2,684
+9
213
$348K 0.06%
4,390
-230
214
$346K 0.06%
3,923
+163
215
$340K 0.06%
6,759
+79
216
$332K 0.06%
4,036
-166
217
$326K 0.06%
922
-48
218
$319K 0.06%
7,057
-103
219
$318K 0.06%
2,944
+100
220
$318K 0.06%
+14,981
221
$312K 0.06%
4,440
+29
222
$312K 0.06%
872
223
$308K 0.06%
2,050
+131
224
$308K 0.06%
4,849
225
$307K 0.06%
3,232
-38
7 8
9
10 11