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
401
$1.7M 0.02%
6,240
+3,547
402
$1.69M 0.02%
+46,004
403
$1.68M 0.02%
8,121
-2,139
404
$1.66M 0.02%
23,709
+824
405
$1.65M 0.02%
+57,502
406
$1.65M 0.02%
6,351
+115
407
$1.64M 0.02%
23,729
+20,865
408
$1.64M 0.02%
+4,678
409
$1.64M 0.02%
+9,815
410
$1.62M 0.02%
23,728
+19,325
411
$1.62M 0.02%
16,072
-4,711
412
$1.61M 0.02%
+14,853
413
$1.59M 0.02%
11,475
-2,706
414
$1.57M 0.02%
6,793
+5,595
415
$1.57M 0.02%
11,518
+970
416
$1.55M 0.02%
11,264
+7,569
417
$1.55M 0.02%
7,991
+200
418
$1.55M 0.02%
+8,259
419
$1.55M 0.02%
6,379
+22
420
$1.54M 0.02%
2,207
+151
421
$1.54M 0.02%
9,126
+6,616
422
$1.53M 0.02%
+8,937
423
$1.52M 0.02%
+20,680
424
$1.5M 0.02%
14,819
+163
425
$1.5M 0.02%
+12,462
15 16
17
18 19