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
$8.71B
AUM Growth
+$957M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,128
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$35.7M
3
+$32M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$17.5M
5
DFSV icon
Dimensional US Small Cap Value ETF
DFSV
+$17.1M

Top Sells

1
+$33.5M
2
+$26.8M
3
+$24.4M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$18.7M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$9.28M

Sector Composition

1 Technology 5%
2 Healthcare 3.15%
3 Consumer Discretionary 3.12%
4 Industrials 2.96%
5 Financials 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$2.81M 0.03%
24,617
-2,047
277
$2.77M 0.03%
17,346
+10,446
278
$2.76M 0.03%
+27,005
279
$2.75M 0.03%
+34,524
280
$2.74M 0.03%
11,503
-1,156
281
$2.74M 0.03%
+44,737
282
$2.72M 0.03%
9,379
-1,688
283
$2.67M 0.03%
68,767
-1,043
284
$2.64M 0.03%
27,626
+17,903
285
$2.63M 0.03%
+57,655
286
$2.62M 0.03%
61,230
+30,481
287
$2.6M 0.03%
6,545
-88
288
$2.6M 0.03%
22,551
-74
289
$2.58M 0.03%
92,716
+80,630
290
$2.57M 0.03%
24,974
+10,695
291
$2.57M 0.03%
70,120
+6,269
292
$2.56M 0.03%
20,693
+10,829
293
$2.56M 0.03%
3,360
+2,084
294
$2.56M 0.03%
15,550
+11,737
295
$2.54M 0.03%
+11,307
296
$2.54M 0.03%
97,715
-38,453
297
$2.53M 0.03%
38,537
-2,994
298
$2.53M 0.03%
10,749
+699
299
$2.53M 0.03%
142,804
+117,639
300
$2.51M 0.03%
4,846
+156
10 11
12
13 14