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
$9.99B
AUM Growth
+$1.27B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,350
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$109M
3
+$82.6M
4
SPMD icon
State Street SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$75.6M
5
DFUV icon
Dimensional US Marketwide Value ETF
DFUV
+$69.5M

Top Sells

1
+$80.3M
2
+$21M
3
+$20.5M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$14.9M
5
VB icon
Vanguard Small-Cap ETF
VB
+$13.1M

Sector Composition

1 Technology 5.08%
2 Industrials 2.8%
3 Financials 2.71%
4 Consumer Discretionary 2.7%
5 Healthcare 2.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$3.95M 0.04%
139,451
-2,361
227
$3.91M 0.04%
46,579
+19,029
228
$3.9M 0.04%
16,975
+6,226
229
$3.89M 0.04%
28,131
+616
230
$3.89M 0.04%
19,983
-479
231
$3.88M 0.04%
6,984
+186
232
$3.86M 0.04%
44,008
-1,020
233
$3.85M 0.04%
15,089
+122
234
$3.83M 0.04%
+36,105
235
$3.8M 0.04%
64,362
+10,796
236
$3.79M 0.04%
32,887
+8,816
237
$3.74M 0.04%
38,587
+4,085
238
$3.71M 0.04%
9,674
+223
239
$3.71M 0.04%
22,851
+2,082
240
$3.69M 0.04%
84,483
-120
241
$3.64M 0.04%
31,803
+148
242
$3.62M 0.04%
40,322
-590
243
$3.61M 0.04%
33,870
+870
244
$3.6M 0.04%
7,715
+852
245
$3.59M 0.04%
35,103
-2,419
246
$3.55M 0.04%
83,323
-5,373
247
$3.54M 0.04%
36,640
+30,180
248
$3.51M 0.04%
24,127
+9,610
249
$3.5M 0.04%
23,100
+11
250
$3.49M 0.03%
37,217
-754
8 9
10
11 12