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
401
$395K 0.01%
5,394
+74
402
$389K 0.01%
600
+118
403
$385K 0.01%
4,741
+586
404
$384K 0.01%
1,495
+259
405
$384K 0.01%
6,187
+337
406
$378K 0.01%
5,219
-835
407
$378K 0.01%
4,624
+263
408
$377K 0.01%
6,651
+362
409
$374K 0.01%
3,061
410
$373K 0.01%
2,037
-69
411
$372K 0.01%
5,519
-140
412
$367K 0.01%
5,209
+326
413
$367K 0.01%
216
+5
414
$367K 0.01%
10,651
415
$366K 0.01%
23,746
+1,388
416
$364K 0.01%
2,279
+279
417
$364K 0.01%
1,145
+160
418
$364K 0.01%
972
+184
419
$356K 0.01%
5,079
420
$354K 0.01%
1,634
+35
421
$354K 0.01%
8,250
422
$351K 0.01%
1,644
-125
423
$347K 0.01%
1,940
+83
424
$346K 0.01%
196
-1
425
$345K 0.01%
15,005
+755
15 16
17
18 19