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
376
$2.01M 0.02%
3,718
-103
377
$2.01M 0.02%
11,876
+1,652
378
$2M 0.02%
133,822
+86,403
379
$1.99M 0.02%
11,457
-61
380
$1.99M 0.02%
3,848
+127
381
$1.98M 0.02%
18,260
+11,827
382
$1.97M 0.02%
11,264
+8,356
383
$1.97M 0.02%
9,490
+1,369
384
$1.97M 0.02%
36,814
+25,114
385
$1.95M 0.02%
+50,862
386
$1.93M 0.02%
30,774
+23,251
387
$1.93M 0.02%
121,889
+1,879
388
$1.93M 0.02%
9,764
389
$1.92M 0.02%
35,971
+21,170
390
$1.92M 0.02%
+78,466
391
$1.92M 0.02%
9,768
+6,856
392
$1.92M 0.02%
8,921
-91
393
$1.9M 0.02%
24,455
+727
394
$1.9M 0.02%
17,225
-6,156
395
$1.89M 0.02%
2,880
+126
396
$1.89M 0.02%
17,167
-7,027
397
$1.89M 0.02%
19,789
+7,579
398
$1.89M 0.02%
16,387
-177
399
$1.88M 0.02%
5,145
+467
400
$1.87M 0.02%
12,032
+79
14 15
16
17 18