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
401
$1.87M 0.02%
7,234
-87
402
$1.85M 0.02%
24,427
+254
403
$1.85M 0.02%
161,733
-3,440
404
$1.85M 0.02%
5,619
-118
405
$1.84M 0.02%
13,081
-2,469
406
$1.84M 0.02%
16,670
+254
407
$1.83M 0.02%
241,182
+38,321
408
$1.81M 0.02%
24,621
+18,643
409
$1.8M 0.02%
+32,278
410
$1.8M 0.02%
18,713
+313
411
$1.8M 0.02%
12,587
+1,751
412
$1.8M 0.02%
27,463
+6
413
$1.79M 0.02%
+41,885
414
$1.78M 0.02%
10,020
+4,916
415
$1.78M 0.02%
35,356
+28,052
416
$1.77M 0.02%
10,200
+385
417
$1.76M 0.02%
3,901
-1,223
418
$1.75M 0.02%
2,120
-87
419
$1.75M 0.02%
26,682
+2,973
420
$1.73M 0.02%
39,144
+27,063
421
$1.73M 0.02%
158,003
+709
422
$1.72M 0.02%
+42,061
423
$1.72M 0.02%
9,860
+2,837
424
$1.72M 0.02%
2,984
+547
425
$1.71M 0.02%
13,028
+858
15 16
17
18 19