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
$2.48B
AUM Growth
+$612M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$142M
2
+$142M
3
+$138M
4
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$37M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$13M

Top Sells

1
+$8.45M
2
+$3.68M
3
+$2.77M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$1.43M
5
LFUS icon
Littelfuse
LFUS
+$1.38M

Sector Composition

1 Technology 4.44%
2 Consumer Discretionary 3.38%
3 Financials 3.13%
4 Industrials 3.12%
5 Healthcare 3.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-29,115
17 18 19 20
21