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
351
$2.04M 0.02%
8,232
+329
352
$2.02M 0.02%
+35,413
353
$2.01M 0.02%
35,601
-245
354
$2.01M 0.02%
23,003
+8,693
355
$1.99M 0.02%
5,012
+4,334
356
$1.98M 0.02%
142,200
+117,220
357
$1.97M 0.02%
+83,130
358
$1.97M 0.02%
58,455
+1,090
359
$1.96M 0.02%
28,761
+22,824
360
$1.96M 0.02%
+24,173
361
$1.95M 0.02%
+6,687
362
$1.93M 0.02%
11,953
+537
363
$1.92M 0.02%
157,294
+84
364
$1.9M 0.02%
11,655
-18
365
$1.9M 0.02%
+4,704
366
$1.9M 0.02%
23,116
+2,958
367
$1.88M 0.02%
5,261
-1,291
368
$1.87M 0.02%
32,246
+1,144
369
$1.87M 0.02%
57,557
+44,952
370
$1.86M 0.02%
16,416
+1,733
371
$1.86M 0.02%
+16,422
372
$1.86M 0.02%
106,706
+169
373
$1.85M 0.02%
+3,721
374
$1.83M 0.02%
25,033
-717
375
$1.83M 0.02%
23,805
+16,415
13 14
15
16 17