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
476
$1.46M 0.01%
21,558
+1,118
477
$1.45M 0.01%
58,361
-1,343
478
$1.45M 0.01%
9,560
+8,299
479
$1.43M 0.01%
9,068
+1,657
480
$1.43M 0.01%
5,640
-711
481
$1.43M 0.01%
20,698
-24,039
482
$1.42M 0.01%
10,772
+110
483
$1.42M 0.01%
90,742
484
$1.4M 0.01%
9,576
-11,348
485
$1.39M 0.01%
27,096
+2,219
486
$1.39M 0.01%
8,450
-147
487
$1.37M 0.01%
45,020
-6,537
488
$1.37M 0.01%
29,282
+650
489
$1.37M 0.01%
36,011
+13,306
490
$1.37M 0.01%
49,342
-1,393
491
$1.36M 0.01%
+22,017
492
$1.36M 0.01%
10,282
-1,193
493
$1.36M 0.01%
139,210
+84,137
494
$1.36M 0.01%
33,365
+627
495
$1.36M 0.01%
35,627
+23,741
496
$1.34M 0.01%
11,602
+1,628
497
$1.33M 0.01%
5,847
+1,462
498
$1.33M 0.01%
22,994
-34,302
499
$1.33M 0.01%
6,494
+318
500
$1.33M 0.01%
9,503
+763
18 19
20
21 22