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
301
$2.72M 0.03%
+268,854
302
$2.72M 0.03%
6,958
+413
303
$2.7M 0.03%
4,536
+222
304
$2.7M 0.03%
+15,162
305
$2.67M 0.03%
17,913
+567
306
$2.65M 0.03%
43,847
+4,637
307
$2.65M 0.03%
17,901
+669
308
$2.64M 0.03%
78,991
-1,141
309
$2.63M 0.03%
10,547
+6,704
310
$2.61M 0.03%
6,344
+1,640
311
$2.59M 0.03%
20,699
+247
312
$2.59M 0.03%
5,894
+1,399
313
$2.58M 0.03%
123,875
+17,188
314
$2.56M 0.03%
67,663
-1,104
315
$2.54M 0.03%
15,929
-479
316
$2.54M 0.03%
83,390
-560
317
$2.53M 0.03%
+88,076
318
$2.53M 0.03%
25,140
+166
319
$2.52M 0.03%
27,265
-361
320
$2.52M 0.03%
42,008
+31,610
321
$2.51M 0.03%
11,678
+371
322
$2.5M 0.03%
64,436
+6,220
323
$2.5M 0.03%
64,690
-5,430
324
$2.49M 0.02%
25,497
+2,494
325
$2.49M 0.02%
29,922
-441
11 12
13
14 15