SC

Savant Capital Portfolio holdings

AUM $16.1B
1-Year Est. Return 14.38%
This Quarter Est. Return
1 Year Est. Return
+14.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.09B
AUM Growth
+$350M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
563
New
Increased
Reduced
Closed

Top Buys

1
+$53.3M
2
+$38M
3
+$26.9M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$22.6M
5
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$15.9M

Top Sells

1
+$54.8M
2
+$6.92M
3
+$3.18M
4
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$3.08M
5
DGRW icon
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
+$2.81M

Sector Composition

1 Technology 4.84%
2 Healthcare 3.19%
3 Consumer Discretionary 3.17%
4 Financials 2.95%
5 Industrials 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$507K 0.02%
5,570
+197
352
$505K 0.02%
1,724
-4
353
$505K 0.02%
8,208
+95
354
$503K 0.02%
12,000
355
$498K 0.02%
7,365
+703
356
$496K 0.02%
12,617
+651
357
$494K 0.02%
4,225
+58
358
$491K 0.02%
9,284
+457
359
$490K 0.02%
11,736
+831
360
$490K 0.02%
13,280
361
$488K 0.02%
2,804
-81
362
$485K 0.02%
4,061
+220
363
$478K 0.02%
4,702
-295
364
$476K 0.02%
5,549
365
$473K 0.02%
20,449
+3,865
366
$472K 0.02%
1,746
+227
367
$469K 0.02%
4,086
+88
368
$469K 0.02%
2,486
-41
369
$462K 0.01%
9,834
-271
370
$461K 0.01%
+8,240
371
$459K 0.01%
5,575
+1,453
372
$458K 0.01%
5,267
+326
373
$457K 0.01%
2,323
+312
374
$455K 0.01%
5,403
-3,810
375
$453K 0.01%
6,178
+3,141
13 14
15
16 17