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
501
$1.14M 0.01%
13,240
+276
502
$1.13M 0.01%
+7,023
503
$1.13M 0.01%
28,896
+1,565
504
$1.12M 0.01%
+54,672
505
$1.12M 0.01%
+8,650
506
$1.12M 0.01%
7,312
+4,915
507
$1.12M 0.01%
8,483
+221
508
$1.12M 0.01%
9,070
-817
509
$1.1M 0.01%
26,180
-8,207
510
$1.1M 0.01%
+3,364
511
$1.1M 0.01%
16,288
+3,539
512
$1.1M 0.01%
16,564
513
$1.1M 0.01%
7,370
+568
514
$1.09M 0.01%
12,096
-3,822
515
$1.09M 0.01%
+12,342
516
$1.08M 0.01%
+2,960
517
$1.08M 0.01%
+47,819
518
$1.08M 0.01%
12,210
-201
519
$1.08M 0.01%
10,493
+3
520
$1.08M 0.01%
7,411
+3,666
521
$1.08M 0.01%
8,256
+956
522
$1.07M 0.01%
11,146
+4,142
523
$1.06M 0.01%
+18,406
524
$1.06M 0.01%
7,703
-1,254
525
$1.05M 0.01%
14,178
+10
19 20
21
22 23