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
426
$1.71M 0.02%
2,085
+198
427
$1.71M 0.02%
+87,302
428
$1.7M 0.02%
31,771
+16,834
429
$1.7M 0.02%
4,986
-275
430
$1.68M 0.02%
11,910
+255
431
$1.67M 0.02%
+57,900
432
$1.66M 0.02%
3,729
+13
433
$1.66M 0.02%
74,094
+56,500
434
$1.65M 0.02%
10,468
+131
435
$1.65M 0.02%
16,342
+1,375
436
$1.65M 0.02%
7,813
-835
437
$1.65M 0.02%
82,851
-11,716
438
$1.65M 0.02%
23,445
+10,977
439
$1.64M 0.02%
21,759
-4,635
440
$1.64M 0.02%
3,674
+427
441
$1.62M 0.02%
25,585
-421
442
$1.62M 0.02%
13,810
+1,824
443
$1.61M 0.02%
71,703
-11,427
444
$1.6M 0.02%
101,643
-15,812
445
$1.6M 0.02%
24,153
-17,646
446
$1.6M 0.02%
2,033
-1,327
447
$1.6M 0.02%
23,286
-1,747
448
$1.59M 0.02%
20,309
-2,807
449
$1.59M 0.02%
+14,862
450
$1.59M 0.02%
45,916
-986
16 17
18
19 20