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
376
$1.83M 0.02%
165,173
+7
377
$1.83M 0.02%
18,400
+525
378
$1.82M 0.02%
9,764
379
$1.82M 0.02%
26,006
+1,605
380
$1.81M 0.02%
+117,455
381
$1.8M 0.02%
21,279
+16,507
382
$1.8M 0.02%
51,557
+7,674
383
$1.8M 0.02%
9,964
-181
384
$1.8M 0.02%
+13,056
385
$1.8M 0.02%
9,079
+5,827
386
$1.79M 0.02%
23,214
-389
387
$1.79M 0.02%
3,430
+1,994
388
$1.79M 0.02%
2,754
+106
389
$1.78M 0.02%
8,648
-1,151
390
$1.77M 0.02%
7,321
-1,258
391
$1.77M 0.02%
+126,794
392
$1.76M 0.02%
+93,850
393
$1.76M 0.02%
46,902
-92
394
$1.75M 0.02%
+77,139
395
$1.75M 0.02%
27,457
-15,447
396
$1.74M 0.02%
22,265
+1,389
397
$1.73M 0.02%
94,567
+5,087
398
$1.73M 0.02%
5,680
+164
399
$1.72M 0.02%
5,737
+354
400
$1.71M 0.02%
+24,869
14 15
16
17 18