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
476
$1.28M 0.01%
24,877
+2,226
477
$1.28M 0.01%
+1,887
478
$1.28M 0.01%
2,437
-339
479
$1.28M 0.01%
6,129
-401
480
$1.27M 0.01%
2
481
$1.27M 0.01%
9,974
-469
482
$1.26M 0.01%
48,960
483
$1.25M 0.01%
21,953
+2,354
484
$1.25M 0.01%
34,504
+22,397
485
$1.24M 0.01%
15,800
+8,713
486
$1.24M 0.01%
21,337
+8,179
487
$1.23M 0.01%
28,648
-486
488
$1.22M 0.01%
25,807
-895
489
$1.21M 0.01%
7,428
-2,542
490
$1.21M 0.01%
10,598
+6,163
491
$1.2M 0.01%
39,675
-48,085
492
$1.2M 0.01%
11,959
+7,229
493
$1.2M 0.01%
+24,436
494
$1.19M 0.01%
+6,176
495
$1.19M 0.01%
+8,740
496
$1.18M 0.01%
88,853
+1,884
497
$1.17M 0.01%
15,544
498
$1.16M 0.01%
+133,266
499
$1.15M 0.01%
12,698
+5,043
500
$1.14M 0.01%
34,447
-1,221
18 19
20
21 22