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
526
$1.04M 0.01%
6,302
+2,807
527
$1.04M 0.01%
34,458
+535
528
$1.04M 0.01%
27,591
+3,734
529
$1.04M 0.01%
4,720
+3,064
530
$1.03M 0.01%
39,737
+398
531
$1.03M 0.01%
6,071
-1,931
532
$1.03M 0.01%
12,641
-5,253
533
$1.03M 0.01%
20,440
+1,829
534
$1.03M 0.01%
23,786
+17,499
535
$1.02M 0.01%
+14,028
536
$1.01M 0.01%
18,390
+2,357
537
$996K 0.01%
+1,590
538
$995K 0.01%
5,840
+510
539
$995K 0.01%
43,242
-5,874
540
$994K 0.01%
11,107
-576
541
$994K 0.01%
40,097
-8,024
542
$993K 0.01%
25,190
+785
543
$988K 0.01%
+8,714
544
$987K 0.01%
18,480
545
$986K 0.01%
33,041
+386
546
$985K 0.01%
10,454
+196
547
$981K 0.01%
15,088
+456
548
$977K 0.01%
2,486
-753
549
$972K 0.01%
12,121
+130
550
$960K 0.01%
36,780
-4,548
20 21
22
23 24