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
$7.76B
AUM Growth
+$1.05B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
878
New
Increased
Reduced
Closed

Top Buys

1
+$93.2M
2
+$66.9M
3
+$52.5M
4
AVDV icon
Avantis International Small Cap Value ETF
AVDV
+$45.6M
5
BND icon
Vanguard Total Bond Market
BND
+$26.8M

Top Sells

1
+$78.2M
2
+$12.4M
3
+$7.57M
4
MUB icon
iShares National Muni Bond ETF
MUB
+$6.18M
5
DFIC icon
Dimensional International Core Equity 2 ETF
DFIC
+$5.32M

Sector Composition

1 Technology 4.51%
2 Healthcare 2.67%
3 Industrials 2.35%
4 Consumer Discretionary 2.32%
5 Financials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$958K 0.01%
2,080
+46
427
$953K 0.01%
11,683
+84
428
$952K 0.01%
18,291
+181
429
$944K 0.01%
64,750
-10,732
430
$943K 0.01%
18,480
-256
431
$943K 0.01%
14,168
-120
432
$917K 0.01%
6,900
+774
433
$916K 0.01%
43,608
+395
434
$916K 0.01%
9,127
-266
435
$915K 0.01%
32,655
-1,401
436
$911K 0.01%
3,403
-376
437
$906K 0.01%
23,174
-6,540
438
$906K 0.01%
79,580
+2,245
439
$903K 0.01%
7,584
+128
440
$902K 0.01%
22,006
441
$901K 0.01%
1,276
+63
442
$898K 0.01%
7,876
-158
443
$896K 0.01%
19,599
+643
444
$892K 0.01%
6,802
+605
445
$882K 0.01%
24,405
-687
446
$874K 0.01%
14,632
+280
447
$869K 0.01%
6,279
+3,338
448
$868K 0.01%
7,128
+41
449
$868K 0.01%
48,329
+1,659
450
$845K 0.01%
23,857
-1,170
16 17
18
19 20