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
426
$345K 0.01%
2,999
+36
427
$344K 0.01%
1,959
+377
428
$343K 0.01%
7,972
429
$342K 0.01%
5,617
430
$341K 0.01%
4,453
+272
431
$340K 0.01%
5,614
+180
432
$338K 0.01%
1,267
+5
433
$337K 0.01%
4,439
+1,194
434
$335K 0.01%
731
-22
435
$333K 0.01%
7,594
+860
436
$331K 0.01%
6,778
+211
437
$330K 0.01%
767
+57
438
$328K 0.01%
12,165
439
$319K 0.01%
5,198
440
$317K 0.01%
257
441
$315K 0.01%
1,121
-32
442
$313K 0.01%
11,946
+2,191
443
$313K 0.01%
943
+27
444
$312K 0.01%
1,158
+104
445
$309K 0.01%
3,684
+12
446
$309K 0.01%
+9,613
447
$306K 0.01%
464
-38
448
$306K 0.01%
6,425
+455
449
$305K 0.01%
1,463
+221
450
$304K 0.01%
619
+70
16 17
18
19 20