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
426
$1.5M 0.02%
+17,550
427
$1.5M 0.02%
61,458
-450
428
$1.49M 0.02%
21,573
429
$1.49M 0.02%
+28,632
430
$1.48M 0.02%
2,671
+591
431
$1.48M 0.02%
3,716
-1,095
432
$1.48M 0.02%
59,704
-4,397
433
$1.47M 0.02%
+15,187
434
$1.46M 0.02%
45,618
+36,206
435
$1.46M 0.02%
8,597
+352
436
$1.45M 0.02%
14,627
+819
437
$1.45M 0.02%
10,224
-972
438
$1.45M 0.02%
90,742
439
$1.45M 0.02%
16,559
+872
440
$1.45M 0.02%
18,869
+14,830
441
$1.44M 0.02%
3,434
+763
442
$1.43M 0.02%
12,170
+747
443
$1.43M 0.02%
+15,561
444
$1.43M 0.02%
33,248
-397
445
$1.43M 0.02%
11,185
+6,153
446
$1.43M 0.02%
68,180
-10,738
447
$1.43M 0.02%
+21,556
448
$1.42M 0.02%
50,735
+2,102
449
$1.41M 0.02%
7,480
+4,471
450
$1.41M 0.02%
11,986
+138
16 17
18
19 20