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
451
$1.39M 0.02%
10,836
+507
452
$1.39M 0.02%
20,440
-69,560
453
$1.38M 0.02%
14,967
+1,582
454
$1.38M 0.02%
32,738
+1,007
455
$1.38M 0.02%
3,247
-548
456
$1.38M 0.02%
+22,370
457
$1.38M 0.02%
140,735
-72,844
458
$1.37M 0.02%
+13,540
459
$1.37M 0.02%
+11,064
460
$1.36M 0.02%
+202,861
461
$1.36M 0.02%
39,859
-770
462
$1.36M 0.02%
+21,349
463
$1.35M 0.02%
56,136
-336,894
464
$1.34M 0.02%
+10,662
465
$1.33M 0.02%
17,067
+2,074
466
$1.32M 0.02%
46,680
+1,609
467
$1.32M 0.02%
17,137
468
$1.31M 0.02%
+17,628
469
$1.31M 0.02%
38,547
+830
470
$1.31M 0.02%
7,471
-10,049
471
$1.31M 0.02%
17,074
+1,506
472
$1.3M 0.01%
78,377
+49,127
473
$1.3M 0.01%
6,227
+4,107
474
$1.3M 0.01%
8,268
+4,998
475
$1.29M 0.01%
+16,304
17 18
19
20 21