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
501
$235K 0.01%
+6,737
502
$235K 0.01%
1,694
-4
503
$235K 0.01%
+3,532
504
$233K 0.01%
1,678
505
$233K 0.01%
+1,318
506
$233K 0.01%
14,756
+4,363
507
$232K 0.01%
+5,840
508
$230K 0.01%
10,300
+558
509
$230K 0.01%
+4,017
510
$229K 0.01%
+4,875
511
$227K 0.01%
+8,801
512
$227K 0.01%
12,865
+334
513
$226K 0.01%
12,992
+1,284
514
$226K 0.01%
1,669
515
$224K 0.01%
+1,362
516
$224K 0.01%
17,813
+2,879
517
$224K 0.01%
7,733
-72
518
$223K 0.01%
7,508
-1
519
$223K 0.01%
+505
520
$222K 0.01%
9,816
+59
521
$221K 0.01%
7,314
-482
522
$221K 0.01%
+8,463
523
$220K 0.01%
+871
524
$220K 0.01%
4,353
-355
525
$219K 0.01%
8,221
-79
19 20
21
22 23