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
476
$261K 0.01%
1,002
477
$260K 0.01%
+1,503
478
$259K 0.01%
1,486
+232
479
$258K 0.01%
+1,752
480
$258K 0.01%
1,789
481
$258K 0.01%
1,418
+216
482
$256K 0.01%
7,710
483
$253K 0.01%
646
+5
484
$250K 0.01%
2,862
+326
485
$249K 0.01%
12,853
486
$248K 0.01%
3,247
+154
487
$248K 0.01%
+2,456
488
$248K 0.01%
2,482
+121
489
$247K 0.01%
+7,438
490
$247K 0.01%
11,342
+288
491
$244K 0.01%
1,032
+27
492
$242K 0.01%
2,727
-872
493
$242K 0.01%
5,461
+204
494
$241K 0.01%
+3,360
495
$239K 0.01%
1,925
+13
496
$238K 0.01%
9,904
-393
497
$237K 0.01%
+2,185
498
$237K 0.01%
5,019
+551
499
$237K 0.01%
+5,746
500
$235K 0.01%
6,008
-690
18 19
20
21 22